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 | $66,693 | $87,540-23.8% | $75,781-12.0% | $125,391-46.8% |
| Participation rate | 92.3% | 80.2%+12.1pp | 75.8%+16.5pp | 83.2%+9.1pp |
| Annual return | -1.88% | 13.48%-15.4pp | 9.68%-11.6pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,733 | $3,930-55.9% | $3,323-47.9% | $4,866-64.4% |
| Participant deferral / active EE | $2,540 | $4,229-39.9% | $3,651-30.4% | $5,352-52.5% |
| Admin fee / account holder | $885 | $6,502-86.4% | $5,299-83.3% | $9,540-90.7% |