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 | $43,975 | $58,577-24.9% | $83,333-47.2% | $64,186-31.5% |
| Participation rate | 77.6% | 72.0%+5.5pp | 77.8%-0.2pp | 69.6%+8.0pp |
| Annual return | -6.02% | 9.65%-15.7pp | 10.63%-16.7pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,560 | $2,098+69.6% | $3,379+5.4% | $2,381+49.5% |
| Participant deferral / active EE | $7,297 | $4,654+56.8% | $5,565+31.1% | $3,470+110.3% |
| Admin fee / account holder | $7,817 | $9,275-15.7% | $7,510+4.1% | $4,888+59.9% |