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 | $28,454 | $87,540-67.5% | $75,781-62.5% | $125,391-77.3% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -0.08% | 13.48%-13.6pp | 9.68%-9.8pp | 282.22%-282.3pp |
| Employer contribution / active EE | $3,204 | $3,930-18.5% | $3,323-3.6% | $4,866-34.2% |
| Participant deferral / active EE | $9,908 | $4,229+134.3% | $3,651+171.3% | $5,352+85.1% |
| Admin fee / account holder | $1,014 | $6,502-84.4% | $5,299-80.9% | $9,540-89.4% |