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 | $79,462 | $97,044-18.1% | $83,333-4.6% | $135,375-41.3% |
| Participation rate | 79.2% | 80.4%-1.2pp | 77.8%+1.4pp | 82.6%-3.5pp |
| Annual return | -4.50% | 12.31%-16.8pp | 10.63%-15.1pp | 519.73%-524.2pp |
| Employer contribution / active EE | $3,893 | $4,143-6.0% | $3,379+15.2% | $4,779-18.5% |
| Participant deferral / active EE | $8,155 | $5,964+36.7% | $5,565+46.5% | $5,609+45.4% |
| Admin fee / account holder | $5,763 | $8,380-31.2% | $7,510-23.3% | $10,827-46.8% |