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 | $92,077 | $158,817-42.0% | $121,196-24.0% | $135,375-32.0% |
| Participation rate | 95.0% | 79.3%+15.7pp | 71.7%+23.3pp | 82.6%+12.4pp |
| Annual return | -6.83% | -0.64%-6.2pp | 16.93%-23.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,193 | $5,665-43.6% | $4,022-20.6% | $4,779-33.2% |
| Participant deferral / active EE | $5,501 | $4,005+37.4% | $3,344+64.5% | $5,609-1.9% |
| Admin fee / account holder | $6,553 | $6,512+0.6% | $5,019+30.6% | $10,827-39.5% |