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 | $53,811 | $62,586-14.0% | $76,768-29.9% | $64,186-16.2% |
| Participation rate | 71.4% | 72.8%-1.4pp | 77.0%-5.5pp | 69.6%+1.9pp |
| Annual return | -6.42% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,207 | $3,145+2.0% | $3,852-16.7% | $3,470-7.6% |
| Admin fee / account holder | $2,792 | $4,667-40.2% | $6,675-58.2% | $4,888-42.9% |