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 | $68,998 | $69,518-0.7% | $59,878+15.2% | $135,375-49.0% |
| Participation rate | 86.4% | 77.8%+8.5pp | 74.7%+11.7pp | 82.6%+3.7pp |
| Annual return | -2.96% | 7.94%-10.9pp | 3.46%-6.4pp | 519.73%-522.7pp |
| Employer contribution / active EE | $1,263 | $3,235-61.0% | $2,722-53.6% | $4,779-73.6% |
| Participant deferral / active EE | $2,526 | $4,206-39.9% | $3,402-25.8% | $5,609-55.0% |
| Admin fee / account holder | $4,915 | $5,734-14.3% | $3,590+36.9% | $10,827-54.6% |