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 | $48,150 | $50,958-5.5% | $74,550-35.4% | $64,186-25.0% |
| Participation rate | 84.2% | 61.1%+23.2pp | 69.1%+15.1pp | 69.6%+14.6pp |
| Annual return | -6.16% | -1.86%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $578 | $1,115-48.2% | $1,961-70.5% | $2,381-75.7% |
| Participant deferral / active EE | $4,167 | $2,301+81.1% | $3,108+34.1% | $3,470+20.1% |
| Admin fee / account holder | $5,980 | $4,223+41.6% | $5,060+18.2% | $4,888+22.3% |