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 | $84,915 | $92,222-7.9% | $76,768+10.6% | $135,375-37.3% |
| Participation rate | 82.6% | 79.8%+2.8pp | 77.0%+5.6pp | 82.6%0pp |
| Annual return | -7.73% | 5.46%-13.2pp | 2.43%-10.2pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,169 | $3,216-32.5% | $2,485-12.7% | $4,779-54.6% |
| Participant deferral / active EE | $2,773 | $4,509-38.5% | $3,852-28.0% | $5,609-50.6% |
| Admin fee / account holder | $2,357 | $10,748-78.1% | $6,675-64.7% | $10,827-78.2% |