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 | $54,217 | $97,044-44.1% | $83,333-34.9% | $135,375-60.0% |
| Participation rate | 84.6% | 80.4%+4.2pp | 77.8%+6.9pp | 82.6%+2.0pp |
| Annual return | -2.68% | 12.31%-15.0pp | 10.63%-13.3pp | 519.73%-522.4pp |
| Employer contribution / active EE | $2,143 | $4,143-48.3% | $3,379-36.6% | $4,779-55.2% |
| Participant deferral / active EE | $6,273 | $5,964+5.2% | $5,565+12.7% | $5,609+11.8% |
| Admin fee / account holder | $308 | $8,380-96.3% | $7,510-95.9% | $10,827-97.2% |