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 | $60,755 | $110,094-44.8% | $151,611-59.9% | $68,494-11.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.39% | -10.12%-7.3pp | 3.33%-20.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $5,710 | $4,471+27.7% | $6,166-7.4% | $2,596+119.9% |
| Participant deferral / active EE | $6,407 | $6,527-1.8% | $8,363-23.4% | $4,027+59.1% |
| Admin fee / account holder | $6,193 | $7,719-19.8% | $11,616-46.7% | $5,403+14.6% |