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 | $77,628 | $99,032-21.6% | $80,019-3.0% | $135,375-42.7% |
| Participation rate | 86.7% | 78.4%+8.3pp | 75.8%+10.8pp | 82.6%+4.0pp |
| Annual return | -5.73% | 15.39%-21.1pp | 11.22%-16.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,724 | $3,043-43.3% | $2,468-30.1% | $4,779-63.9% |
| Participant deferral / active EE | $4,503 | $4,282+5.2% | $3,686+22.2% | $5,609-19.7% |
| Admin fee / account holder | $2,358 | $10,436-77.4% | $6,521-63.8% | $10,827-78.2% |