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 | $63,515 | $92,222-31.1% | $76,768-17.3% | $135,375-53.1% |
| Participation rate | 82.6% | 79.8%+2.8pp | 77.0%+5.6pp | 82.6%0pp |
| Annual return | -5.34% | 5.46%-10.8pp | 2.43%-7.8pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,209 | $3,216-62.4% | $2,485-51.4% | $4,779-74.7% |
| Participant deferral / active EE | $5,161 | $4,509+14.5% | $3,852+34.0% | $5,609-8.0% |
| Admin fee / account holder | $1,681 | $10,748-84.4% | $6,675-74.8% | $10,827-84.5% |