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 | $101,648 | $72,177+40.8% | $115,037-11.6% | $59,632+70.5% |
| Participation rate | 91.4% | 72.6%+18.8pp | 81.4%+10.0pp | 68.7%+22.7pp |
| Annual return | -0.75% | 12.02%-12.8pp | 26.14%-26.9pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $1,725 | $2,841-39.3% | $4,608-62.6% | $2,203-21.7% |
| Participant deferral / active EE | $5,177 | $4,783+8.2% | $6,026-14.1% | $3,192+62.2% |
| Admin fee / account holder | $1,503 | $4,927-69.5% | $8,175-81.6% | $4,297-65.0% |