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 | $100,304 | $69,518+44.3% | $59,878+67.5% | $135,375-25.9% |
| Participation rate | 76.2% | 77.8%-1.6pp | 74.7%+1.5pp | 82.6%-6.5pp |
| Annual return | -6.21% | 7.94%-14.2pp | 3.46%-9.7pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,456 | $3,235-24.1% | $2,722-9.8% | $4,779-48.6% |
| Participant deferral / active EE | $5,111 | $4,206+21.5% | $3,402+50.2% | $5,609-8.9% |
| Admin fee / account holder | $2,119 | $5,734-63.1% | $3,590-41.0% | $10,827-80.4% |