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 | $59,065 | $72,177-18.2% | $115,037-48.7% | $59,632-1.0% |
| Participation rate | 71.0% | 72.6%-1.6pp | 81.4%-10.4pp | 68.7%+2.3pp |
| Annual return | -0.84% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $2,052 | $2,841-27.8% | $4,608-55.5% | $2,203-6.8% |
| Participant deferral / active EE | $5,285 | $4,783+10.5% | $6,026-12.3% | $3,192+65.6% |
| Admin fee / account holder | $5,397 | $4,927+9.5% | $8,175-34.0% | $4,297+25.6% |