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 | $58,876 | $73,867-20.3% | $143,757-59.0% | $68,494-14.0% |
| Participation rate | 76.9% | 66.7%+10.3pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -8.79% | 1.01%-9.8pp | -0.04%-8.8pp | -7.84%-1.0pp |
| Employer contribution / active EE | $862 | $3,184-72.9% | $4,951-82.6% | $2,596-66.8% |
| Participant deferral / active EE | $4,434 | $3,384+31.0% | $5,637-21.3% | $4,027+10.1% |
| Admin fee / account holder | $11,349 | $5,755+97.2% | $14,673-22.7% | $5,403+110.1% |