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 | $62,905 | $42,383+48.4% | $76,523-17.8% | $64,186-2.0% |
| Participation rate | 76.0% | 58.1%+17.9pp | 68.0%+8.0pp | 69.6%+6.4pp |
| Annual return | -4.25% | -16.54%+12.3pp | -0.27%-4.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,426 | $1,563-8.8% | $2,647-46.1% | $2,381-40.1% |
| Participant deferral / active EE | $3,040 | $2,566+18.4% | $3,835-20.7% | $3,470-12.4% |
| Admin fee / account holder | $412 | $3,198-87.1% | $4,848-91.5% | $4,888-91.6% |