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 | $92,435 | $167,484-44.8% | $151,611-39.0% | $134,475-31.3% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.5%-0.8pp | 81.2%+5.4pp |
| Annual return | -6.77% | 7.80%-14.6pp | 3.33%-10.1pp | 417.96%-424.7pp |
| Employer contribution / active EE | $3,059 | $6,829-55.2% | $6,166-50.4% | $4,740-35.5% |
| Participant deferral / active EE | $7,891 | $8,986-12.2% | $8,363-5.6% | $6,400+23.3% |
| Admin fee / account holder | $1,921 | $13,783-86.1% | $11,616-83.5% | $11,426-83.2% |