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 | $92,963 | $127,100-26.9% | $105,738-12.1% | $135,375-31.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 76.3%+3.7pp | 82.6%-2.6pp |
| Annual return | -6.84% | 4.49%-11.3pp | 6.27%-13.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,605 | $4,107-12.2% | $3,268+10.3% | $4,779-24.6% |
| Participant deferral / active EE | $11,325 | $5,064+123.6% | $4,080+177.6% | $5,609+101.9% |
| Admin fee / account holder | $5,952 | $9,087-34.5% | $6,913-13.9% | $10,827-45.0% |