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 | $56,694 | $110,094-48.5% | $151,611-62.6% | $68,494-17.2% |
| Participation rate | 93.2% | 84.0%+9.3pp | 87.5%+5.7pp | 67.9%+25.3pp |
| Annual return | -13.56% | -10.12%-3.4pp | 3.33%-16.9pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,908 | $4,471-35.0% | $6,166-52.8% | $2,596+12.0% |
| Participant deferral / active EE | $5,407 | $6,527-17.2% | $8,363-35.4% | $4,027+34.3% |
| Admin fee / account holder | $4,021 | $7,719-47.9% | $11,616-65.4% | $5,403-25.6% |