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 | $116,191 | $73,867+57.3% | $143,757-19.2% | $68,494+69.6% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -13.64% | 1.01%-14.6pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,309 | $3,184-27.5% | $4,951-53.4% | $2,596-11.1% |
| Participant deferral / active EE | $4,541 | $3,384+34.2% | $5,637-19.4% | $4,027+12.8% |
| Admin fee / account holder | $61,457 | $5,755+968.0% | $14,673+318.8% | $5,403+1037.5% |