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 | $46,130 | $158,817-71.0% | $121,196-61.9% | $135,375-65.9% |
| Participation rate | 85.0% | 79.3%+5.7pp | 71.7%+13.3pp | 82.6%+2.4pp |
| Annual return | -6.06% | -0.64%-5.4pp | 16.93%-23.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,387 | $5,665-75.5% | $4,022-65.5% | $4,779-71.0% |
| Participant deferral / active EE | $3,787 | $4,005-5.4% | $3,344+13.2% | $5,609-32.5% |
| Admin fee / account holder | $921 | $6,512-85.9% | $5,019-81.7% | $10,827-91.5% |