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 | $76,379 | $42,383+80.2% | $76,523-0.2% | $64,186+19.0% |
| Participation rate | 90.0% | 58.1%+31.9pp | 68.0%+22.0pp | 69.6%+20.4pp |
| Annual return | -0.66% | -16.54%+15.9pp | -0.27%-0.4pp | 7.63%-8.3pp |
| Employer contribution / active EE | $2,648 | $1,563+69.4% | $2,6470% | $2,381+11.2% |
| Participant deferral / active EE | $5,120 | $2,566+99.5% | $3,835+33.5% | $3,470+47.6% |
| Admin fee / account holder | $4,542 | $3,198+42.0% | $4,848-6.3% | $4,888-7.1% |