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 | $71,515 | $113,935-37.2% | $94,224-24.1% | $125,391-43.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.92% | 5.29%-8.2pp | 10.68%-13.6pp | 282.22%-285.1pp |
| Employer contribution / active EE | $1,152 | $4,727-75.6% | $3,587-67.9% | $4,866-76.3% |
| Participant deferral / active EE | $2,769 | $5,179-46.5% | $4,320-35.9% | $5,352-48.3% |
| Admin fee / account holder | $2,250 | $8,391-73.2% | $6,269-64.1% | $9,540-76.4% |