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 | $81,632 | $127,386-35.9% | $115,037-29.0% | $125,391-34.9% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | -0.87% | 31.28%-32.1pp | 26.14%-27.0pp | 282.22%-283.1pp |
| Employer contribution / active EE | $3,001 | $5,166-41.9% | $4,608-34.9% | $4,866-38.3% |
| Participant deferral / active EE | $7,104 | $6,423+10.6% | $6,026+17.9% | $5,352+32.7% |
| Admin fee / account holder | $2,875 | $9,516-69.8% | $8,175-64.8% | $9,540-69.9% |