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 | $75,887 | $78,694-3.6% | $67,652+12.2% | $125,391-39.5% |
| Participation rate | 70.0% | 78.8%-8.8pp | 75.7%-5.7pp | 83.2%-13.2pp |
| Annual return | 1.54% | 9.46%-7.9pp | 6625.04%-6623.5pp | 282.22%-280.7pp |
| Employer contribution / active EE | $1,494 | $3,044-50.9% | $2,266-34.1% | $4,866-69.3% |
| Participant deferral / active EE | $2,552 | $4,292-40.6% | $3,560-28.3% | $5,352-52.3% |
| Admin fee / account holder | $8,051 | $7,403+8.8% | $4,821+67.0% | $9,540-15.6% |