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 | $88,231 | $107,791-18.1% | $90,645-2.7% | $135,375-34.8% |
| Participation rate | 95.7% | 78.0%+17.6pp | 74.0%+21.6pp | 82.6%+13.0pp |
| Annual return | -6.70% | -0.90%-5.8pp | 1.88%-8.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $3,706 | $3,018+22.8% | $2,532+46.4% | $4,779-22.4% |
| Participant deferral / active EE | $9,356 | $3,872+141.6% | $3,425+173.2% | $5,609+66.8% |
| Admin fee / account holder | $1,809 | $5,930-69.5% | $4,994-63.8% | $10,827-83.3% |