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 | $43,453 | $49,280-11.8% | $67,313-35.4% | $64,186-32.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -8.08% | -1.39%-6.7pp | -4.08%-4.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,914 | $1,668+14.7% | $2,566-25.4% | $2,381-19.6% |
| Participant deferral / active EE | $6,302 | $2,484+153.7% | $3,568+76.6% | $3,470+81.6% |
| Admin fee / account holder | $963 | $3,863-75.1% | $4,507-78.6% | $4,888-80.3% |