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 | $56,042 | $73,867-24.1% | $143,757-61.0% | $68,494-18.2% |
| Participation rate | 73.0% | 66.7%+6.3pp | 80.3%-7.3pp | 67.9%+5.1pp |
| Annual return | 0.51% | 1.01%-0.5pp | -0.04%+0.5pp | -7.84%+8.3pp |
| Employer contribution / active EE | $1,691 | $3,184-46.9% | $4,951-65.8% | $2,596-34.9% |
| Participant deferral / active EE | $4,562 | $3,384+34.8% | $5,637-19.1% | $4,027+13.3% |
| Admin fee / account holder | $5,340 | $5,755-7.2% | $14,673-63.6% | $5,403-1.2% |