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 | $93,267 | $72,177+29.2% | $115,037-18.9% | $59,632+56.4% |
| Participation rate | 72.4% | 72.6%-0.1pp | 81.4%-9.0pp | 68.7%+3.7pp |
| Annual return | -0.47% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $845 | $2,841-70.3% | $4,608-81.7% | $2,203-61.6% |
| Participant deferral / active EE | $4,836 | $4,783+1.1% | $6,026-19.8% | $3,192+51.5% |
| Admin fee / account holder | $6,899 | $4,927+40.0% | $8,175-15.6% | $4,297+60.6% |