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 | $54,269 | $69,518-21.9% | $59,878-9.4% | $135,375-59.9% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.7%+20.5pp | 82.6%+12.6pp |
| Annual return | -0.62% | 7.94%-8.6pp | 3.46%-4.1pp | 519.73%-520.4pp |
| Employer contribution / active EE | $2,897 | $3,235-10.4% | $2,722+6.4% | $4,779-39.4% |
| Participant deferral / active EE | $6,219 | $4,206+47.9% | $3,402+82.8% | $5,609+10.9% |
| Admin fee / account holder | $369 | $5,734-93.6% | $3,590-89.7% | $10,827-96.6% |