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 | $67,912 | $42,383+60.2% | $76,523-11.3% | $64,186+5.8% |
| Participation rate | 83.3% | 58.1%+25.2pp | 68.0%+15.3pp | 69.6%+13.8pp |
| Annual return | -2.66% | -16.54%+13.9pp | -0.27%-2.4pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,541 | $1,563+62.5% | $2,647-4.0% | $2,381+6.7% |
| Participant deferral / active EE | $5,196 | $2,566+102.5% | $3,835+35.5% | $3,470+49.8% |
| Admin fee / account holder | $5,274 | $3,198+64.9% | $4,848+8.8% | $4,888+7.9% |