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 | $76,382 | $110,094-30.6% | $151,611-49.6% | $68,494+11.5% |
| Participation rate | 76.0% | 84.0%-8.0pp | 87.5%-11.5pp | 67.9%+8.1pp |
| Annual return | -15.46% | -10.12%-5.3pp | 3.33%-18.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,575 | $4,471-42.4% | $6,166-58.2% | $2,596-0.8% |
| Participant deferral / active EE | $6,093 | $6,527-6.6% | $8,363-27.1% | $4,027+51.3% |
| Admin fee / account holder | $13,595 | $7,719+76.1% | $11,616+17.0% | $5,403+151.6% |