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 | $78,024 | $87,540-10.9% | $75,781+3.0% | $125,391-37.8% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -2.21% | 13.48%-15.7pp | 9.68%-11.9pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,999 | $3,930-49.1% | $3,323-39.8% | $4,866-58.9% |
| Participant deferral / active EE | $4,301 | $4,229+1.7% | $3,651+17.8% | $5,352-19.6% |
| Admin fee / account holder | $375 | $6,502-94.2% | $5,299-92.9% | $9,540-96.1% |