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 | $110,560 | $46,674+136.9% | $117,472-5.9% | $68,494+61.4% |
| Participation rate | 96.2% | 56.8%+39.4pp | 70.6%+25.6pp | 67.9%+28.3pp |
| Annual return | -14.83% | -14.52%-0.3pp | 29.74%-44.6pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,533 | $1,505+1.9% | $4,176-63.3% | $2,596-40.9% |
| Participant deferral / active EE | $5,046 | $2,636+91.4% | $4,070+24.0% | $4,027+25.3% |
| Admin fee / account holder | $2,426 | $4,020-39.7% | $5,645-57.0% | $5,403-55.1% |