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 | $70,202 | $97,044-27.7% | $83,333-15.8% | $135,375-48.1% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -6.65% | 12.31%-19.0pp | 10.63%-17.3pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,602 | $4,143-61.3% | $3,379-52.6% | $4,779-66.5% |
| Participant deferral / active EE | $6,017 | $5,964+0.9% | $5,565+8.1% | $5,609+7.3% |
| Admin fee / account holder | $5,545 | $8,380-33.8% | $7,510-26.2% | $10,827-48.8% |