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 | $55,346 | $42,383+30.6% | $76,523-27.7% | $64,186-13.8% |
| Participation rate | 71.8% | 58.1%+13.7pp | 68.0%+3.8pp | 69.6%+2.2pp |
| Annual return | -7.64% | -16.54%+8.9pp | -0.27%-7.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $5,479 | $1,563+250.5% | $2,647+107.0% | $2,381+130.1% |
| Participant deferral / active EE | $7,979 | $2,566+210.9% | $3,835+108.0% | $3,470+130.0% |
| Admin fee / account holder | $1,597 | $3,198-50.1% | $4,848-67.1% | $4,888-67.3% |