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 | $58,064 | $57,354+1.2% | $83,848-30.8% | $64,186-9.5% |
| Participation rate | 97.3% | 68.6%+28.7pp | 76.1%+21.2pp | 69.6%+27.7pp |
| Annual return | -6.12% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,157 | $2,545+24.0% | $3,631-13.0% | $2,381+32.6% |
| Participant deferral / active EE | $2,969 | $2,993-0.8% | $4,082-27.2% | $3,470-14.4% |
| Admin fee / account holder | $4,384 | $4,046+8.4% | $5,478-20.0% | $4,888-10.3% |