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 | $53,778 | $42,383+26.9% | $76,523-29.7% | $64,186-16.2% |
| Participation rate | 96.0% | 58.1%+37.9pp | 68.0%+28.0pp | 69.6%+26.4pp |
| Annual return | -0.77% | -16.54%+15.8pp | -0.27%-0.5pp | 7.63%-8.4pp |
| Employer contribution / active EE | $1,276 | $1,563-18.4% | $2,647-51.8% | $2,381-46.4% |
| Participant deferral / active EE | $2,481 | $2,566-3.3% | $3,835-35.3% | $3,470-28.5% |
| Admin fee / account holder | $2,187 | $3,198-31.6% | $4,848-54.9% | $4,888-55.2% |