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 | $75,139 | $127,100-40.9% | $105,738-28.9% | $135,375-44.5% |
| Participation rate | 76.5% | 82.7%-6.2pp | 76.3%+0.1pp | 82.6%-6.2pp |
| Annual return | -7.82% | 4.49%-12.3pp | 6.27%-14.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,818 | $4,107-31.4% | $3,268-13.8% | $4,779-41.0% |
| Participant deferral / active EE | $9,965 | $5,064+96.8% | $4,080+144.2% | $5,609+77.7% |
| Admin fee / account holder | $4,877 | $9,087-46.3% | $6,913-29.5% | $10,827-55.0% |