See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,521 | $92,222-15.9% | $76,768+1.0% | $135,375-42.7% |
| Participation rate | 88.2% | 79.8%+8.5pp | 77.0%+11.3pp | 82.6%+5.6pp |
| Annual return | -1.50% | 5.46%-7.0pp | 2.43%-3.9pp | 519.73%-521.2pp |
| Employer contribution / active EE | $6,476 | $3,216+101.4% | $2,485+160.6% | $4,779+35.5% |
| Participant deferral / active EE | $2,791 | $4,509-38.1% | $3,852-27.5% | $5,609-50.2% |
| Admin fee / account holder | $1,489 | $10,748-86.1% | $6,675-77.7% | $10,827-86.2% |