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 | $68,576 | $152,651-55.1% | $105,218-34.8% | $125,391-45.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | -1.78% | 8.24%-10.0pp | 5.33%-7.1pp | 282.22%-284.0pp |
| Employer contribution / active EE | $3,129 | $4,802-34.8% | $3,255-3.9% | $4,866-35.7% |
| Participant deferral / active EE | $15,073 | $6,660+126.3% | $4,867+209.7% | $5,352+181.7% |
| Admin fee / account holder | $6,372 | $14,248-55.3% | $6,992-8.9% | $9,540-33.2% |