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 | $42,738 | $42,383+0.8% | $76,523-44.2% | $64,186-33.4% |
| Participation rate | 80.0% | 58.1%+21.9pp | 68.0%+12.0pp | 69.6%+10.4pp |
| Annual return | -5.96% | -16.54%+10.6pp | -0.27%-5.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $991 | $1,563-36.6% | $2,647-62.6% | $2,381-58.4% |
| Participant deferral / active EE | $2,488 | $2,566-3.1% | $3,835-35.1% | $3,470-28.3% |
| Admin fee / account holder | $4,456 | $3,198+39.3% | $4,848-8.1% | $4,888-8.8% |