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 | $59,320 | $73,867-19.7% | $143,757-58.7% | $68,494-13.4% |
| Participation rate | 89.8% | 66.7%+23.2pp | 80.3%+9.5pp | 67.9%+21.9pp |
| Annual return | -16.21% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,229 | $3,184-61.4% | $4,951-75.2% | $2,596-52.7% |
| Participant deferral / active EE | $3,497 | $3,384+3.3% | $5,637-38.0% | $4,027-13.2% |
| Admin fee / account holder | $4,482 | $5,755-22.1% | $14,673-69.5% | $5,403-17.0% |