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 | $56,493 | $49,280+14.6% | $67,313-16.1% | $64,186-12.0% |
| Participation rate | 71.8% | 60.8%+11.0pp | 69.1%+2.7pp | 69.6%+2.2pp |
| Annual return | -3.85% | -1.39%-2.5pp | -4.08%+0.2pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,846 | $1,668+10.6% | $2,566-28.1% | $2,381-22.5% |
| Participant deferral / active EE | $3,777 | $2,484+52.1% | $3,568+5.9% | $3,470+8.9% |
| Admin fee / account holder | $2,529 | $3,863-34.5% | $4,507-43.9% | $4,888-48.3% |