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 | $98,490 | $42,383+132.4% | $76,523+28.7% | $64,186+53.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -8.73% | -16.54%+7.8pp | -0.27%-8.5pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,664 | $1,563+6.4% | $2,647-37.1% | $2,381-30.1% |
| Participant deferral / active EE | $2,369 | $2,566-7.7% | $3,835-38.2% | $3,470-31.7% |
| Admin fee / account holder | $901 | $3,198-71.8% | $4,848-81.4% | $4,888-81.6% |