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 8-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 | $96,587 | $97,044-0.5% | $83,333+15.9% | $135,375-28.7% |
| Participation rate | 88.2% | 80.4%+7.8pp | 77.8%+10.5pp | 82.6%+5.6pp |
| Annual return | -6.30% | 12.31%-18.6pp | 10.63%-16.9pp | 519.73%-526.0pp |
| Employer contribution / active EE | $915 | $4,143-77.9% | $3,379-72.9% | $4,779-80.9% |
| Participant deferral / active EE | $5,582 | $5,964-6.4% | $5,565+0.3% | $5,609-0.5% |
| Admin fee / account holder | $4,766 | $8,380-43.1% | $7,510-36.5% | $10,827-56.0% |