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 | $67,742 | $87,540-22.6% | $75,781-10.6% | $125,391-46.0% |
| Participation rate | 93.3% | 80.2%+13.2pp | 75.8%+17.5pp | 83.2%+10.1pp |
| Annual return | -1.08% | 13.48%-14.6pp | 9.68%-10.8pp | 282.22%-283.3pp |
| Employer contribution / active EE | $2,499 | $3,930-36.4% | $3,323-24.8% | $4,866-48.6% |
| Participant deferral / active EE | $5,628 | $4,229+33.1% | $3,651+54.1% | $5,352+5.2% |
| Admin fee / account holder | $517 | $6,502-92.1% | $5,299-90.2% | $9,540-94.6% |