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 | $105,147 | $167,484-37.2% | $151,611-30.6% | $134,475-21.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -4.50% | 7.80%-12.3pp | 3.33%-7.8pp | 417.96%-422.5pp |
| Employer contribution / active EE | $3,571 | $6,829-47.7% | $6,166-42.1% | $4,740-24.6% |
| Participant deferral / active EE | $4,299 | $8,986-52.2% | $8,363-48.6% | $6,400-32.8% |
| Admin fee / account holder | $6,848 | $13,783-50.3% | $11,616-41.0% | $11,426-40.1% |