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 8-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 | $52,524 | $43,327+21.2% | $59,878-12.3% | $64,186-18.2% |
| Participation rate | 98.0% | 69.2%+28.8pp | 74.7%+23.3pp | 69.6%+28.4pp |
| Annual return | -5.00% | -1.55%-3.4pp | 3.46%-8.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $4,112 | $2,028+102.7% | $2,722+51.1% | $2,381+72.7% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,057 | $3,005-64.8% | $3,590-70.6% | $4,888-78.4% |