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 | $41,593 | $42,383-1.9% | $76,523-45.6% | $64,186-35.2% |
| Participation rate | 90.0% | 58.1%+31.9pp | 68.0%+22.0pp | 69.6%+20.4pp |
| Annual return | -7.58% | -16.54%+9.0pp | -0.27%-7.3pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,487 | $1,563-4.9% | $2,647-43.8% | $2,381-37.5% |
| Participant deferral / active EE | $3,083 | $2,566+20.1% | $3,835-19.6% | $3,470-11.1% |
| Admin fee / account holder | $1,694 | $3,198-47.0% | $4,848-65.1% | $4,888-65.3% |