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 | $99,377 | $72,177+37.7% | $115,037-13.6% | $59,632+66.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.72% | 12.02%-13.7pp | 26.14%-27.9pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,853 | $2,841-34.8% | $4,608-59.8% | $2,203-15.9% |
| Participant deferral / active EE | $5,939 | $4,783+24.2% | $6,026-1.4% | $3,192+86.1% |
| Admin fee / account holder | $486 | $4,927-90.1% | $8,175-94.1% | $4,297-88.7% |