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 | $63,002 | $92,222-31.7% | $76,768-17.9% | $135,375-53.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.80% | 5.46%-10.3pp | 2.43%-7.2pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,367 | $3,216-26.4% | $2,485-4.8% | $4,779-50.5% |
| Participant deferral / active EE | $6,008 | $4,509+33.3% | $3,852+56.0% | $5,609+7.1% |
| Admin fee / account holder | $2,893 | $10,748-73.1% | $6,675-56.7% | $10,827-73.3% |