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 | $48,498 | $127,100-61.8% | $105,738-54.1% | $135,375-64.2% |
| Participation rate | 86.7% | 82.7%+4.0pp | 76.3%+10.3pp | 82.6%+4.0pp |
| Annual return | -4.05% | 4.49%-8.5pp | 6.27%-10.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $2,281 | $4,107-44.5% | $3,268-30.2% | $4,779-52.3% |
| Participant deferral / active EE | $1,764 | $5,064-65.2% | $4,080-56.8% | $5,609-68.6% |
| Admin fee / account holder | $374 | $9,087-95.9% | $6,913-94.6% | $10,827-96.5% |