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 | $65,785 | $71,883-8.5% | $86,677-24.1% | $68,494-4.0% |
| Participation rate | 93.2% | 72.2%+20.9pp | 76.6%+16.6pp | 67.9%+25.3pp |
| Annual return | -9.95% | 3.52%-13.5pp | 35.91%-45.9pp | -7.84%-2.1pp |
| Employer contribution / active EE | $2,053 | $2,173-5.5% | $2,836-27.6% | $2,596-20.9% |
| Participant deferral / active EE | $4,396 | $3,779+16.3% | $4,656-5.6% | $4,027+9.2% |
| Admin fee / account holder | $1,370 | $6,112-77.6% | $7,493-81.7% | $5,403-74.6% |