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 | $56,182 | $77,813-27.8% | $123,544-54.5% | $64,186-12.5% |
| Participation rate | 95.6% | 74.7%+20.8pp | 82.3%+13.3pp | 69.6%+26.0pp |
| Annual return | -6.20% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,983 | $3,014-1.0% | $4,628-35.5% | $2,381+25.3% |
| Participant deferral / active EE | $5,516 | $5,240+5.3% | $6,426-14.1% | $3,470+59.0% |
| Admin fee / account holder | $10,586 | $5,519+91.8% | $9,284+14.0% | $4,888+116.6% |