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 | $97,000 | $50,958+90.4% | $74,550+30.1% | $64,186+51.1% |
| Participation rate | 93.1% | 61.1%+32.0pp | 69.1%+24.0pp | 69.6%+23.5pp |
| Annual return | -3.55% | -1.86%-1.7pp | 32.53%-36.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,933 | $2,301+27.5% | $3,108-5.6% | $3,470-15.5% |
| Admin fee / account holder | $824 | $4,223-80.5% | $5,060-83.7% | $4,888-83.1% |