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 | $98,328 | $127,100-22.6% | $105,738-7.0% | $135,375-27.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 76.3%-1.3pp | 82.6%-7.6pp |
| Annual return | -7.00% | 4.49%-11.5pp | 6.27%-13.3pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,956 | $4,107-52.4% | $3,268-40.2% | $4,779-59.1% |
| Participant deferral / active EE | $10,856 | $5,064+114.4% | $4,080+166.1% | $5,609+93.6% |
| Admin fee / account holder | $4,759 | $9,087-47.6% | $6,913-31.2% | $10,827-56.0% |