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 | $103,172 | $167,307-38.3% | $143,757-28.2% | $134,475-23.3% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -3.17% | 0.46%-3.6pp | -0.04%-3.1pp | 417.96%-421.1pp |
| Employer contribution / active EE | $6,799 | $5,619+21.0% | $4,951+37.3% | $4,740+43.5% |
| Participant deferral / active EE | $5,078 | $6,446-21.2% | $5,637-9.9% | $6,400-20.7% |
| Admin fee / account holder | $8,511 | $18,088-52.9% | $14,673-42.0% | $11,426-25.5% |