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 | $65,315 | $167,484-61.0% | $151,611-56.9% | $134,475-51.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -19.17% | 7.80%-27.0pp | 3.33%-22.5pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,115 | $6,829-69.0% | $6,166-65.7% | $4,740-55.4% |
| Participant deferral / active EE | $7,176 | $8,986-20.1% | $8,363-14.2% | $6,400+12.1% |
| Admin fee / account holder | $308 | $13,783-97.8% | $11,616-97.4% | $11,426-97.3% |