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 | $57,022 | $73,004-21.9% | $90,749-37.2% | $68,494-16.7% |
| Participation rate | 93.9% | 70.8%+23.0pp | 75.7%+18.2pp | 67.9%+26.0pp |
| Annual return | -17.02% | -13.81%-3.2pp | -12.16%-4.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,548 | $2,193+16.2% | $2,921-12.8% | $2,596-1.9% |
| Participant deferral / active EE | $6,163 | $3,627+69.9% | $4,564+35.0% | $4,027+53.0% |
| Admin fee / account holder | $4,994 | $5,896-15.3% | $8,445-40.9% | $5,403-7.6% |