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 | $64,055 | $113,935-43.8% | $94,224-32.0% | $125,391-48.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.89% | 5.29%-7.2pp | 10.68%-12.6pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,250 | $4,727-73.6% | $3,587-65.1% | $4,866-74.3% |
| Participant deferral / active EE | $3,737 | $5,179-27.8% | $4,320-13.5% | $5,352-30.2% |
| Admin fee / account holder | $5,034 | $8,391-40.0% | $6,269-19.7% | $9,540-47.2% |