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 | $95,580 | $84,527+13.1% | $67,711+41.2% | $125,391-23.8% |
| Participation rate | 87.5% | 74.8%+12.7pp | 67.5%+20.0pp | 83.2%+4.3pp |
| Annual return | 0.02% | 2.57%-2.6pp | 25.41%-25.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,392 | $3,292-57.7% | $2,559-45.6% | $4,866-71.4% |
| Participant deferral / active EE | $2,377 | $4,429-46.3% | $3,585-33.7% | $5,352-55.6% |
| Admin fee / account holder | $999 | $5,340-81.3% | $4,255-76.5% | $9,540-89.5% |