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 | $94,956 | $100,754-5.8% | $86,677+9.6% | $134,475-29.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -10.43% | 29.04%-39.5pp | 35.91%-46.3pp | 417.96%-428.4pp |
| Employer contribution / active EE | $929 | $3,489-73.4% | $2,836-67.3% | $4,740-80.4% |
| Participant deferral / active EE | $5,624 | $5,338+5.4% | $4,656+20.8% | $6,400-12.1% |
| Admin fee / account holder | $408 | $10,926-96.3% | $7,493-94.6% | $11,426-96.4% |