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 | $96,153 | $92,222+4.3% | $76,768+25.3% | $135,375-29.0% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -3.93% | 5.46%-9.4pp | 2.43%-6.4pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,054 | $3,216-67.2% | $2,485-57.6% | $4,779-77.9% |
| Participant deferral / active EE | $4,354 | $4,509-3.4% | $3,852+13.0% | $5,609-22.4% |
| Admin fee / account holder | $7,764 | $10,748-27.8% | $6,675+16.3% | $10,827-28.3% |