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 7-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 | $35,063 | $64,707-45.8% | $112,228-68.8% | $68,494-48.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -6.00% | -11.40%+5.4pp | 27.45%-33.5pp | -7.84%+1.8pp |
| Employer contribution / active EE | $3,803 | $2,746+38.5% | $3,635+4.6% | $2,596+46.5% |
| Participant deferral / active EE | $6,224 | $3,565+74.6% | $4,728+31.6% | $4,027+54.5% |
| Admin fee / account holder | $3,738 | $5,232-28.6% | $6,410-41.7% | $5,403-30.8% |