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 | $61,287 | $64,119-4.4% | $112,228-45.4% | $66,914-8.4% |
| Participation rate | 87.7% | 68.5%+19.3pp | 75.1%+12.7pp | 69.8%+17.9pp |
| Annual return | -17.67% | -13.81%-3.9pp | 27.45%-45.1pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,766 | $3,005-8.0% | $3,635-23.9% | $2,544+8.7% |
| Participant deferral / active EE | $5,466 | $3,693+48.0% | $4,728+15.6% | $4,237+29.0% |
| Admin fee / account holder | $2,996 | $625+379.1% | $6,410-53.3% | $593+404.9% |