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 | $77,793 | $99,032-21.4% | $80,019-2.8% | $135,375-42.5% |
| Participation rate | 77.3% | 78.4%-1.1pp | 75.8%+1.4pp | 82.6%-5.4pp |
| Annual return | -0.91% | 15.39%-16.3pp | 11.22%-12.1pp | 519.73%-520.6pp |
| Employer contribution / active EE | $583 | $3,043-80.8% | $2,468-76.4% | $4,779-87.8% |
| Participant deferral / active EE | $2,382 | $4,282-44.4% | $3,686-35.4% | $5,609-57.5% |
| Admin fee / account holder | $2,368 | $10,436-77.3% | $6,521-63.7% | $10,827-78.1% |