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 | $109,216 | $110,094-0.8% | $151,611-28.0% | $68,494+59.5% |
| Participation rate | 97.8% | 84.0%+13.8pp | 87.5%+10.3pp | 67.9%+29.9pp |
| Annual return | -17.24% | -10.12%-7.1pp | 3.33%-20.6pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,541 | $4,471-20.8% | $6,166-42.6% | $2,596+36.4% |
| Participant deferral / active EE | $3,547 | $6,527-45.7% | $8,363-57.6% | $4,027-11.9% |
| Admin fee / account holder | $6,024 | $7,719-21.9% | $11,616-48.1% | $5,403+11.5% |