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 | $77,746 | $127,386-39.0% | $115,037-32.4% | $125,391-38.0% |
| Participation rate | 73.9% | 84.2%-10.2pp | 81.4%-7.5pp | 83.2%-9.3pp |
| Annual return | -0.15% | 31.28%-31.4pp | 26.14%-26.3pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,274 | $5,166-75.3% | $4,608-72.4% | $4,866-73.8% |
| Participant deferral / active EE | $2,967 | $6,423-53.8% | $6,026-50.8% | $5,352-44.6% |
| Admin fee / account holder | $1,449 | $9,516-84.8% | $8,175-82.3% | $9,540-84.8% |