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 | $81,258 | $158,817-48.8% | $121,196-33.0% | $135,375-40.0% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.7%+3.3pp | 82.6%-7.6pp |
| Annual return | -1.42% | -0.64%-0.8pp | 16.93%-18.4pp | 519.73%-521.2pp |
| Employer contribution / active EE | $223 | $5,665-96.1% | $4,022-94.5% | $4,779-95.3% |
| Participant deferral / active EE | $4,454 | $4,005+11.2% | $3,344+33.2% | $5,609-20.6% |
| Admin fee / account holder | $664 | $6,512-89.8% | $5,019-86.8% | $10,827-93.9% |