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 | $56,549 | $72,177-21.7% | $115,037-50.8% | $59,632-5.2% |
| Participation rate | 94.7% | 72.6%+22.2pp | 81.4%+13.4pp | 68.7%+26.1pp |
| Annual return | -1.94% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $3,839 | $2,841+35.1% | $4,608-16.7% | $2,203+74.3% |
| Participant deferral / active EE | $3,843 | $4,783-19.7% | $6,026-36.2% | $3,192+20.4% |
| Admin fee / account holder | $1,263 | $4,927-74.4% | $8,175-84.6% | $4,297-70.6% |