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 | $55,057 | $50,958+8.0% | $74,550-26.1% | $64,186-14.2% |
| Participation rate | 81.8% | 61.1%+20.8pp | 69.1%+12.7pp | 69.6%+12.2pp |
| Annual return | -3.68% | -1.86%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,549 | $2,301+54.2% | $3,108+14.2% | $3,470+2.3% |
| Admin fee / account holder | $15,945 | $4,223+277.6% | $5,060+215.2% | $4,888+226.2% |