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 | $27,713 | $73,867-62.5% | $143,757-80.7% | $68,494-59.5% |
| Participation rate | 95.2% | 66.7%+28.6pp | 80.3%+14.9pp | 67.9%+27.3pp |
| Annual return | -11.10% | 1.01%-12.1pp | -0.04%-11.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $3,025 | $3,184-5.0% | $4,951-38.9% | $2,596+16.5% |
| Participant deferral / active EE | $4,894 | $3,384+44.6% | $5,637-13.2% | $4,027+21.5% |
| Admin fee / account holder | $5,933 | $5,755+3.1% | $14,673-59.6% | $5,403+9.8% |