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 | $67,451 | $73,004-7.6% | $90,749-25.7% | $68,494-1.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 5.44% | -13.81%+19.2pp | -12.16%+17.6pp | -7.84%+13.3pp |
| Employer contribution / active EE | $2,979 | $2,193+35.8% | $2,921+2.0% | $2,596+14.7% |
| Participant deferral / active EE | $3,386 | $3,627-6.6% | $4,564-25.8% | $4,027-15.9% |
| Admin fee / account holder | $10,230 | $5,896+73.5% | $8,445+21.1% | $5,403+89.4% |