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 | $45,296 | $87,540-48.3% | $75,781-40.2% | $125,391-63.9% |
| Participation rate | 91.3% | 80.2%+11.1pp | 75.8%+15.5pp | 83.2%+8.1pp |
| Annual return | -1.54% | 13.48%-15.0pp | 9.68%-11.2pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,426 | $3,930-63.7% | $3,323-57.1% | $4,866-70.7% |
| Participant deferral / active EE | $3,297 | $4,229-22.0% | $3,651-9.7% | $5,352-38.4% |
| Admin fee / account holder | $2,567 | $6,502-60.5% | $5,299-51.6% | $9,540-73.1% |