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 | $86,768 | $59,805+45.1% | $79,550+9.1% | $68,494+26.7% |
| Participation rate | 74.1% | 61.1%+13.0pp | 69.5%+4.6pp | 67.9%+6.2pp |
| Annual return | -15.95% | -12.30%-3.6pp | 0.16%-16.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,280 | $1,505-14.9% | $2,413-46.9% | $2,596-50.7% |
| Participant deferral / active EE | $4,250 | $3,024+40.5% | $3,985+6.7% | $4,027+5.5% |
| Admin fee / account holder | $16,540 | $4,835+242.1% | $6,832+142.1% | $5,403+206.1% |