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 | $57,356 | $42,894+33.7% | $60,874-5.8% | $68,494-16.3% |
| Participation rate | 82.6% | 66.8%+15.8pp | 73.1%+9.5pp | 67.9%+14.7pp |
| Annual return | -16.11% | -13.98%-2.1pp | 16.90%-33.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,346 | $1,978+18.6% | $2,701-13.2% | $2,596-9.6% |
| Participant deferral / active EE | $4,457 | $2,867+55.5% | $3,817+16.8% | $4,027+10.7% |
| Admin fee / account holder | $1,994 | $3,101-35.7% | $3,224-38.2% | $5,403-63.1% |