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 | $88,072 | $158,817-44.5% | $121,196-27.3% | $135,375-34.9% |
| Participation rate | 87.0% | 79.3%+7.7pp | 71.7%+15.2pp | 82.6%+4.3pp |
| Annual return | -1.58% | -0.64%-0.9pp | 16.93%-18.5pp | 519.73%-521.3pp |
| Employer contribution / active EE | $3,514 | $5,665-38.0% | $4,022-12.6% | $4,779-26.5% |
| Participant deferral / active EE | $3,539 | $4,005-11.6% | $3,344+5.8% | $5,609-36.9% |
| Admin fee / account holder | $2,882 | $6,512-55.7% | $5,019-42.6% | $10,827-73.4% |