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 | $79,305 | $77,813+1.9% | $123,544-35.8% | $64,186+23.6% |
| Participation rate | 74.5% | 74.7%-0.2pp | 82.3%-7.8pp | 69.6%+4.9pp |
| Annual return | -6.39% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,068 | $3,014-64.6% | $4,628-76.9% | $2,381-55.1% |
| Participant deferral / active EE | $8,395 | $5,240+60.2% | $6,426+30.6% | $3,470+142.0% |
| Admin fee / account holder | $1,327 | $5,519-76.0% | $9,284-85.7% | $4,888-72.9% |