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 4-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 | $116,952 | $140,578-16.8% | $100,671+16.2% | $125,391-6.7% |
| Participation rate | 90.0% | 80.4%+9.6pp | 70.7%+19.3pp | 83.2%+6.8pp |
| Annual return | -1.10% | 24.67%-25.8pp | 20.43%-21.5pp | 282.22%-283.3pp |
| Employer contribution / active EE | $3,908 | $5,965-34.5% | $4,012-2.6% | $4,866-19.7% |
| Participant deferral / active EE | $7,636 | $3,981+91.8% | $3,144+142.9% | $5,352+42.7% |
| Admin fee / account holder | $2,836 | $6,716-57.8% | $4,850-41.5% | $9,540-70.3% |