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 | $80,571 | $92,222-12.6% | $76,768+5.0% | $135,375-40.5% |
| Participation rate | 93.3% | 79.8%+13.6pp | 77.0%+16.4pp | 82.6%+10.7pp |
| Annual return | -0.86% | 5.46%-6.3pp | 2.43%-3.3pp | 519.73%-520.6pp |
| Employer contribution / active EE | $2,774 | $3,216-13.7% | $2,485+11.6% | $4,779-42.0% |
| Participant deferral / active EE | $4,699 | $4,509+4.2% | $3,852+22.0% | $5,609-16.2% |
| Admin fee / account holder | $4,423 | $10,748-58.8% | $6,675-33.7% | $10,827-59.1% |