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 | $97,381 | $100,754-3.3% | $86,677+12.4% | $134,475-27.6% |
| Participation rate | 84.6% | 78.9%+5.7pp | 76.6%+8.0pp | 81.2%+3.4pp |
| Annual return | -15.72% | 29.04%-44.8pp | 35.91%-51.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,403 | $3,489-31.1% | $2,836-15.3% | $4,740-49.3% |
| Participant deferral / active EE | $4,387 | $5,338-17.8% | $4,656-5.8% | $6,400-31.5% |
| Admin fee / account holder | $3,732 | $10,926-65.8% | $7,493-50.2% | $11,426-67.3% |