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 9-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 | $59,459 | $97,044-38.7% | $83,333-28.6% | $135,375-56.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -7.71% | 12.31%-20.0pp | 10.63%-18.3pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,141 | $4,143-72.5% | $3,379-66.2% | $4,779-76.1% |
| Participant deferral / active EE | $5,227 | $5,964-12.4% | $5,565-6.1% | $5,609-6.8% |
| Admin fee / account holder | $1,681 | $8,380-79.9% | $7,510-77.6% | $10,827-84.5% |