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 | $87,480 | $117,690-25.7% | $71,735+21.9% | $134,475-34.9% |
| Participation rate | 92.3% | 68.8%+23.5pp | 62.3%+30.0pp | 81.2%+11.1pp |
| Annual return | -14.38% | 25.44%-39.8pp | 9.14%-23.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,308 | $2,525-8.6% | $1,704+35.4% | $4,740-51.3% |
| Participant deferral / active EE | $2,483 | $3,759-34.0% | $2,658-6.6% | $6,400-61.2% |
| Admin fee / account holder | $1,170 | $6,379-81.7% | $3,974-70.6% | $11,426-89.8% |