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 | $58,649 | $48,265+21.5% | $68,791-14.7% | $68,494-14.4% |
| Participation rate | 96.2% | 60.7%+35.5pp | 69.0%+27.1pp | 67.9%+28.3pp |
| Annual return | -16.88% | -12.71%-4.2pp | -6.38%-10.5pp | -7.84%-9.0pp |
| Employer contribution / active EE | $4,149 | $1,829+126.9% | $2,655+56.3% | $2,596+59.8% |
| Participant deferral / active EE | $6,632 | $2,867+131.4% | $3,941+68.3% | $4,027+64.7% |
| Admin fee / account holder | $7,725 | $4,355+77.4% | $4,932+56.6% | $5,403+43.0% |