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 | $69,545 | $81,900-15.1% | $119,609-41.9% | $68,494+1.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 4.68% | -23.82%+28.5pp | -14.97%+19.6pp | -7.84%+12.5pp |
| Employer contribution / active EE | $2,033 | $2,693-24.5% | $4,232-52.0% | $2,596-21.7% |
| Participant deferral / active EE | $2,814 | $4,148-32.2% | $5,602-49.8% | $4,027-30.1% |
| Admin fee / account holder | $6,488 | $6,582-1.4% | $10,323-37.2% | $5,403+20.1% |