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 | $75,567 | $91,911-17.8% | $68,793+9.8% | $135,375-44.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 7.37% | -8.22%+15.6pp | -4.63%+12.0pp | 519.73%-512.4pp |
| Employer contribution / active EE | $3,492 | $3,924-11.0% | $2,625+33.0% | $4,779-26.9% |
| Participant deferral / active EE | $1,241 | $4,315-71.2% | $3,311-62.5% | $5,609-77.9% |
| Admin fee / account holder | $3,581 | $9,240-61.2% | $5,131-30.2% | $10,827-66.9% |