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 | $54,907 | $158,817-65.4% | $121,196-54.7% | $135,375-59.4% |
| Participation rate | 87.5% | 79.3%+8.2pp | 71.7%+15.8pp | 82.6%+4.9pp |
| Annual return | -7.50% | -0.64%-6.9pp | 16.93%-24.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $879 | $5,665-84.5% | $4,022-78.2% | $4,779-81.6% |
| Participant deferral / active EE | $3,546 | $4,005-11.5% | $3,344+6.0% | $5,609-36.8% |
| Admin fee / account holder | $1,654 | $6,512-74.6% | $5,019-67.0% | $10,827-84.7% |