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 | $45,024 | $54,726-17.7% | $68,793-34.6% | $64,186-29.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -3.98% | -1.62%-2.4pp | -4.63%+0.6pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,009 | $1,846+8.8% | $2,625-23.5% | $2,381-15.6% |
| Participant deferral / active EE | $4,260 | $2,626+62.2% | $3,311+28.7% | $3,470+22.8% |
| Admin fee / account holder | $612 | $4,027-84.8% | $5,131-88.1% | $4,888-87.5% |