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 | $49,293 | $71,883-31.4% | $86,677-43.1% | $68,494-28.0% |
| Participation rate | 89.0% | 72.2%+16.8pp | 76.6%+12.4pp | 67.9%+21.1pp |
| Annual return | -16.16% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,457 | $2,173-33.0% | $2,836-48.6% | $2,596-43.9% |
| Participant deferral / active EE | $4,045 | $3,779+7.0% | $4,656-13.1% | $4,027+0.4% |
| Admin fee / account holder | $3,796 | $6,112-37.9% | $7,493-49.3% | $5,403-29.7% |