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 | $68,485 | $95,193-28.1% | $76,523-10.5% | $135,375-49.4% |
| Participation rate | 77.8% | 74.4%+3.4pp | 68.0%+9.8pp | 82.6%-4.9pp |
| Annual return | -8.53% | 4.85%-13.4pp | -0.27%-8.3pp | 519.73%-528.3pp |
| Employer contribution / active EE | $3,126 | $3,302-5.4% | $2,647+18.1% | $4,779-34.6% |
| Participant deferral / active EE | $7,568 | $4,639+63.1% | $3,835+97.3% | $5,609+34.9% |
| Admin fee / account holder | $5,875 | $6,249-6.0% | $4,848+21.2% | $10,827-45.7% |