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 | $64,126 | $113,935-43.7% | $94,224-31.9% | $125,391-48.9% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | -0.73% | 5.29%-6.0pp | 10.68%-11.4pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,650 | $4,727-65.1% | $3,587-54.0% | $4,866-66.1% |
| Participant deferral / active EE | $6,709 | $5,179+29.5% | $4,320+55.3% | $5,352+25.4% |
| Admin fee / account holder | $346 | $8,391-95.9% | $6,269-94.5% | $9,540-96.4% |