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 | $35,950 | $61,660-41.7% | $80,019-55.1% | $64,186-44.0% |
| Participation rate | 78.6% | 71.7%+6.9pp | 75.8%+2.7pp | 69.6%+9.0pp |
| Annual return | -6.23% | -0.33%-5.9pp | 11.22%-17.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $525 | $1,810-71.0% | $2,468-78.7% | $2,381-77.9% |
| Participant deferral / active EE | $3,297 | $2,968+11.1% | $3,686-10.5% | $3,470-5.0% |
| Admin fee / account holder | $3,628 | $5,417-33.0% | $6,521-44.4% | $4,888-25.8% |