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 | $58,465 | $211,958-72.4% | $169,463-65.5% | $135,375-56.8% |
| Participation rate | 94.1% | 82.6%+11.5pp | 77.8%+16.3pp | 82.6%+11.5pp |
| Annual return | -5.49% | 3.26%-8.8pp | 1.83%-7.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,432 | $5,120-52.5% | $4,159-41.5% | $4,779-49.1% |
| Participant deferral / active EE | $6,522 | $6,075+7.4% | $5,277+23.6% | $5,609+16.3% |
| Admin fee / account holder | $820 | $11,471-92.8% | $9,109-91.0% | $10,827-92.4% |