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 | $76,740 | $211,958-63.8% | $169,463-54.7% | $135,375-43.3% |
| Participation rate | 76.5% | 82.6%-6.2pp | 77.8%-1.3pp | 82.6%-6.2pp |
| Annual return | -7.62% | 3.26%-10.9pp | 1.83%-9.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $4,245 | $5,120-17.1% | $4,159+2.1% | $4,779-11.2% |
| Participant deferral / active EE | $10,021 | $6,075+65.0% | $5,277+89.9% | $5,609+78.7% |
| Admin fee / account holder | $884 | $11,471-92.3% | $9,109-90.3% | $10,827-91.8% |