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 | $53,354 | $59,805-10.8% | $79,550-32.9% | $68,494-22.1% |
| Participation rate | 81.3% | 61.1%+20.2pp | 69.5%+11.8pp | 67.9%+13.4pp |
| Annual return | -14.70% | -12.30%-2.4pp | 0.16%-14.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,603 | $1,505+6.5% | $2,413-33.6% | $2,596-38.3% |
| Participant deferral / active EE | $4,189 | $3,024+38.5% | $3,985+5.1% | $4,027+4.0% |
| Admin fee / account holder | $1,862 | $4,835-61.5% | $6,832-72.7% | $5,403-65.5% |