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 | $96,625 | $81,900+18.0% | $119,609-19.2% | $68,494+41.1% |
| Participation rate | 90.3% | 71.9%+18.4pp | 79.3%+11.1pp | 67.9%+22.4pp |
| Annual return | -17.41% | -23.82%+6.4pp | -14.97%-2.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,596 | $2,693-3.6% | $4,232-38.7% | $2,5960% |
| Participant deferral / active EE | $10,216 | $4,148+146.3% | $5,602+82.4% | $4,027+153.7% |
| Admin fee / account holder | $27,839 | $6,582+323.0% | $10,323+169.7% | $5,403+415.3% |