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 | $102,467 | $211,958-51.7% | $169,463-39.5% | $135,375-24.3% |
| Participation rate | 92.9% | 82.6%+10.2pp | 77.8%+15.1pp | 82.6%+10.2pp |
| Annual return | -2.88% | 3.26%-6.1pp | 1.83%-4.7pp | 519.73%-522.6pp |
| Employer contribution / active EE | $5,531 | $5,120+8.0% | $4,159+33.0% | $4,779+15.7% |
| Participant deferral / active EE | $2,860 | $6,075-52.9% | $5,277-45.8% | $5,609-49.0% |
| Admin fee / account holder | $2,611 | $11,471-77.2% | $9,109-71.3% | $10,827-75.9% |