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 | $116,679 | $73,867+58.0% | $143,757-18.8% | $68,494+70.3% |
| Participation rate | 81.1% | 66.7%+14.4pp | 80.3%+0.8pp | 67.9%+13.2pp |
| Annual return | -17.78% | 1.01%-18.8pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,208 | $3,184-30.6% | $4,951-55.4% | $2,596-14.9% |
| Participant deferral / active EE | $5,818 | $3,384+71.9% | $5,637+3.2% | $4,027+44.5% |
| Admin fee / account holder | $4,209 | $5,755-26.9% | $14,673-71.3% | $5,403-22.1% |