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 | $41,632 | $92,222-54.9% | $76,768-45.8% | $135,375-69.2% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -2.03% | 5.46%-7.5pp | 2.43%-4.5pp | 519.73%-521.8pp |
| Employer contribution / active EE | $3,300 | $3,216+2.6% | $2,485+32.8% | $4,779-31.0% |
| Participant deferral / active EE | $4,202 | $4,509-6.8% | $3,852+9.1% | $5,609-25.1% |
| Admin fee / account holder | $3,693 | $10,748-65.6% | $6,675-44.7% | $10,827-65.9% |