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 | $63,579 | $87,540-27.4% | $75,781-16.1% | $125,391-49.3% |
| Participation rate | 93.8% | 80.2%+13.6pp | 75.8%+17.9pp | 83.2%+10.6pp |
| Annual return | -0.86% | 13.48%-14.3pp | 9.68%-10.5pp | 282.22%-283.1pp |
| Employer contribution / active EE | $857 | $3,930-78.2% | $3,323-74.2% | $4,866-82.4% |
| Participant deferral / active EE | $1,680 | $4,229-60.3% | $3,651-54.0% | $5,352-68.6% |
| Admin fee / account holder | $554 | $6,502-91.5% | $5,299-89.5% | $9,540-94.2% |