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 | $69,379 | $82,032-15.4% | $123,104-43.6% | $59,632+16.3% |
| Participation rate | 71.4% | 83.2%-11.8pp | 86.8%-15.3pp | 68.7%+2.8pp |
| Annual return | -1.11% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,754 | $3,297-46.8% | $5,151-66.0% | $2,203-20.4% |
| Participant deferral / active EE | $5,951 | $4,667+27.5% | $6,230-4.5% | $3,192+86.5% |
| Admin fee / account holder | $2,816 | $5,881-52.1% | $9,015-68.8% | $4,297-34.5% |