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 | $77,732 | $99,032-21.5% | $80,019-2.9% | $135,375-42.6% |
| Participation rate | 82.4% | 78.4%+4.0pp | 75.8%+6.5pp | 82.6%-0.3pp |
| Annual return | -6.92% | 15.39%-22.3pp | 11.22%-18.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $7,292 | $3,043+139.6% | $2,468+195.5% | $4,779+52.6% |
| Participant deferral / active EE | $4,638 | $4,282+8.3% | $3,686+25.8% | $5,609-17.3% |
| Admin fee / account holder | $1,482 | $10,436-85.8% | $6,521-77.3% | $10,827-86.3% |