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 | $73,720 | $167,484-56.0% | $151,611-51.4% | $134,475-45.2% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -15.89% | 7.80%-23.7pp | 3.33%-19.2pp | 417.96%-433.9pp |
| Employer contribution / active EE | $8,172 | $6,829+19.7% | $6,166+32.5% | $4,740+72.4% |
| Participant deferral / active EE | $4,981 | $8,986-44.6% | $8,363-40.4% | $6,400-22.2% |
| Admin fee / account holder | $3,810 | $13,783-72.4% | $11,616-67.2% | $11,426-66.7% |