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 | $56,041 | $77,813-28.0% | $123,544-54.6% | $64,186-12.7% |
| Participation rate | 96.8% | 74.7%+22.1pp | 82.3%+14.5pp | 69.6%+27.2pp |
| Annual return | -6.66% | 12.48%-19.1pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,770 | $3,014-8.1% | $4,628-40.2% | $2,381+16.3% |
| Participant deferral / active EE | $3,811 | $5,240-27.3% | $6,426-40.7% | $3,470+9.8% |
| Admin fee / account holder | $8,184 | $5,519+48.3% | $9,284-11.9% | $4,888+67.4% |