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 | $82,381 | $110,094-25.2% | $151,611-45.7% | $68,494+20.3% |
| Participation rate | 96.7% | 84.0%+12.7pp | 87.5%+9.2pp | 67.9%+28.8pp |
| Annual return | -13.38% | -10.12%-3.3pp | 3.33%-16.7pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,751 | $4,471-60.8% | $6,166-71.6% | $2,596-32.5% |
| Participant deferral / active EE | $4,672 | $6,527-28.4% | $8,363-44.1% | $4,027+16.0% |
| Admin fee / account holder | $1,063 | $7,719-86.2% | $11,616-90.8% | $5,403-80.3% |