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 | $67,756 | $97,044-30.2% | $83,333-18.7% | $135,375-49.9% |
| Participation rate | 79.2% | 80.4%-1.2pp | 77.8%+1.4pp | 82.6%-3.5pp |
| Annual return | -8.16% | 12.31%-20.5pp | 10.63%-18.8pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,328 | $4,143-43.8% | $3,379-31.1% | $4,779-51.3% |
| Participant deferral / active EE | $7,524 | $5,964+26.2% | $5,565+35.2% | $5,609+34.2% |
| Admin fee / account holder | $1,591 | $8,380-81.0% | $7,510-78.8% | $10,827-85.3% |