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 | $47,920 | $61,660-22.3% | $80,019-40.1% | $64,186-25.3% |
| Participation rate | 80.7% | 71.7%+9.0pp | 75.8%+4.9pp | 69.6%+11.1pp |
| Annual return | -5.93% | -0.33%-5.6pp | 11.22%-17.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,106 | $1,810+71.6% | $2,468+25.9% | $2,381+30.5% |
| Participant deferral / active EE | $3,001 | $2,968+1.1% | $3,686-18.6% | $3,470-13.5% |
| Admin fee / account holder | $598 | $5,417-89.0% | $6,521-90.8% | $4,888-87.8% |