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 | $38,402 | $54,726-29.8% | $68,793-44.2% | $64,186-40.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -7.62% | -1.62%-6.0pp | -4.63%-3.0pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,917 | $1,846+112.2% | $2,625+49.2% | $2,381+64.5% |
| Participant deferral / active EE | $2,469 | $2,626-6.0% | $3,311-25.4% | $3,470-28.8% |
| Admin fee / account holder | $325 | $4,027-91.9% | $5,131-93.7% | $4,888-93.3% |