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 | $37,970 | $56,484-32.8% | $169,463-77.6% | $64,186-40.8% |
| Participation rate | 84.4% | 64.5%+19.8pp | 77.8%+6.6pp | 69.6%+14.8pp |
| Annual return | -6.68% | -1.55%-5.1pp | 1.83%-8.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,717 | $1,832-6.3% | $4,159-58.7% | $2,381-27.9% |
| Participant deferral / active EE | $4,351 | $3,448+26.2% | $5,277-17.5% | $3,470+25.4% |
| Admin fee / account holder | $2,077 | $4,174-50.2% | $9,109-77.2% | $4,888-57.5% |