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 | $67,836 | $158,817-57.3% | $121,196-44.0% | $135,375-49.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.73% | -0.64%-7.1pp | 16.93%-24.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $6,279 | $5,665+10.8% | $4,022+56.1% | $4,779+31.4% |
| Participant deferral / active EE | $4,120 | $4,005+2.9% | $3,344+23.2% | $5,609-26.6% |
| Admin fee / account holder | $4,167 | $6,512-36.0% | $5,019-17.0% | $10,827-61.5% |