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 | $86,765 | $92,222-5.9% | $76,768+13.0% | $135,375-35.9% |
| Participation rate | 85.0% | 79.8%+5.2pp | 77.0%+8.0pp | 82.6%+2.4pp |
| Annual return | -7.76% | 5.46%-13.2pp | 2.43%-10.2pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,965 | $3,216-38.9% | $2,485-20.9% | $4,779-58.9% |
| Participant deferral / active EE | $8,542 | $4,509+89.5% | $3,852+121.8% | $5,609+52.3% |
| Admin fee / account holder | $2,087 | $10,748-80.6% | $6,675-68.7% | $10,827-80.7% |