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 | $53,145 | $97,044-45.2% | $83,333-36.2% | $135,375-60.7% |
| Participation rate | 90.9% | 80.4%+10.5pp | 77.8%+13.1pp | 82.6%+8.3pp |
| Annual return | -7.28% | 12.31%-19.6pp | 10.63%-17.9pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,882 | $4,143-54.6% | $3,379-44.3% | $4,779-60.6% |
| Participant deferral / active EE | $6,364 | $5,964+6.7% | $5,565+14.4% | $5,609+13.5% |
| Admin fee / account holder | $1,125 | $8,380-86.6% | $7,510-85.0% | $10,827-89.6% |