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 | $89,784 | $82,032+9.4% | $123,104-27.1% | $59,632+50.6% |
| Participation rate | 95.7% | 83.2%+12.5pp | 86.8%+9.0pp | 68.7%+27.1pp |
| Annual return | -1.92% | 5.12%-7.0pp | 13.22%-15.1pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $2,997 | $3,297-9.1% | $5,151-41.8% | $2,203+36.0% |
| Participant deferral / active EE | $3,276 | $4,667-29.8% | $6,230-47.4% | $3,192+2.6% |
| Admin fee / account holder | $4,481 | $5,881-23.8% | $9,015-50.3% | $4,297+4.3% |