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 | $156,509 | $127,386+22.9% | $115,037+36.1% | $125,391+24.8% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 83.2%-13.2pp |
| Annual return | -0.92% | 31.28%-32.2pp | 26.14%-27.1pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,450 | $5,166-52.6% | $4,608-46.8% | $4,866-49.6% |
| Participant deferral / active EE | $6,338 | $6,423-1.3% | $6,026+5.2% | $5,352+18.4% |
| Admin fee / account holder | $2,455 | $9,516-74.2% | $8,175-70.0% | $9,540-74.3% |