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 | $58,569 | $77,813-24.7% | $123,544-52.6% | $64,186-8.7% |
| Participation rate | 94.0% | 74.7%+19.3pp | 82.3%+11.7pp | 69.6%+24.4pp |
| Annual return | -2.43% | 12.48%-14.9pp | 119.20%-121.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $3,840 | $3,014+27.4% | $4,628-17.0% | $2,381+61.3% |
| Participant deferral / active EE | $8,021 | $5,240+53.1% | $6,426+24.8% | $3,470+131.2% |
| Admin fee / account holder | $1,190 | $5,519-78.4% | $9,284-87.2% | $4,888-75.7% |