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 | $42,592 | $48,265-11.8% | $68,791-38.1% | $68,494-37.8% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -7.73% | -12.71%+5.0pp | -6.38%-1.4pp | -7.84%+0.1pp |
| Employer contribution / active EE | $2,337 | $1,829+27.8% | $2,655-12.0% | $2,596-10.0% |
| Participant deferral / active EE | $3,392 | $2,867+18.3% | $3,941-13.9% | $4,027-15.8% |
| Admin fee / account holder | $2,801 | $4,355-35.7% | $4,932-43.2% | $5,403-48.2% |