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 | $53,088 | $99,032-46.4% | $80,019-33.7% | $135,375-60.8% |
| Participation rate | 90.5% | 78.4%+12.1pp | 75.8%+14.6pp | 82.6%+7.8pp |
| Annual return | -4.17% | 15.39%-19.6pp | 11.22%-15.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $4,188 | $3,043+37.6% | $2,468+69.7% | $4,779-12.4% |
| Participant deferral / active EE | $3,195 | $4,282-25.4% | $3,686-13.3% | $5,609-43.0% |
| Admin fee / account holder | $22,743 | $10,436+117.9% | $6,521+248.8% | $10,827+110.1% |