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 | $57,961 | $127,386-54.5% | $115,037-49.6% | $125,391-53.8% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -0.90% | 31.28%-32.2pp | 26.14%-27.0pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,283 | $5,166-55.8% | $4,608-50.5% | $4,866-53.1% |
| Participant deferral / active EE | $5,209 | $6,423-18.9% | $6,026-13.6% | $5,352-2.7% |
| Admin fee / account holder | $1,395 | $9,516-85.3% | $8,175-82.9% | $9,540-85.4% |