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 | $88,126 | $167,484-47.4% | $151,611-41.9% | $134,475-34.5% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -8.32% | 7.80%-16.1pp | 3.33%-11.6pp | 417.96%-426.3pp |
| Employer contribution / active EE | $1,724 | $6,829-74.8% | $6,166-72.0% | $4,740-63.6% |
| Participant deferral / active EE | $7,795 | $8,986-13.3% | $8,363-6.8% | $6,400+21.8% |
| Admin fee / account holder | $2,813 | $13,783-79.6% | $11,616-75.8% | $11,426-75.4% |