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 | $39,007 | $92,222-57.7% | $76,768-49.2% | $135,375-71.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -4.52% | 5.46%-10.0pp | 2.43%-6.9pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,255 | $3,216-61.0% | $2,485-49.5% | $4,779-73.7% |
| Participant deferral / active EE | $3,555 | $4,509-21.1% | $3,852-7.7% | $5,609-36.6% |
| Admin fee / account holder | $1,389 | $10,748-87.1% | $6,675-79.2% | $10,827-87.2% |