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 | $38,519 | $62,586-38.5% | $76,768-49.8% | $64,186-40.0% |
| Participation rate | 81.4% | 72.8%+8.6pp | 77.0%+4.5pp | 69.6%+11.9pp |
| Annual return | -6.00% | -1.95%-4.1pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,425 | $1,832-22.2% | $2,485-42.7% | $2,381-40.2% |
| Participant deferral / active EE | $3,721 | $3,145+18.3% | $3,852-3.4% | $3,470+7.2% |
| Admin fee / account holder | $6,254 | $4,667+34.0% | $6,675-6.3% | $4,888+28.0% |