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 | $60,784 | $95,193-36.1% | $76,523-20.6% | $135,375-55.1% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -6.61% | 4.85%-11.5pp | -0.27%-6.3pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,812 | $3,302-45.1% | $2,647-31.5% | $4,779-62.1% |
| Participant deferral / active EE | $4,443 | $4,639-4.2% | $3,835+15.8% | $5,609-20.8% |
| Admin fee / account holder | $1,860 | $6,249-70.2% | $4,848-61.6% | $10,827-82.8% |