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 | $73,774 | $86,699-14.9% | $73,307+0.6% | $125,391-41.2% |
| Participation rate | 73.7% | 78.6%-4.9pp | 74.9%-1.2pp | 83.2%-9.5pp |
| Annual return | -0.71% | 2.78%-3.5pp | 5.67%-6.4pp | 282.22%-282.9pp |
| Employer contribution / active EE | $3,270 | $4,152-21.2% | $3,237+1.0% | $4,866-32.8% |
| Participant deferral / active EE | $7,980 | $5,550+43.8% | $4,991+59.9% | $5,352+49.1% |
| Admin fee / account holder | $492 | $7,771-93.7% | $5,637-91.3% | $9,540-94.8% |