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 | $45,188 | $54,726-17.4% | $68,793-34.3% | $64,186-29.6% |
| Participation rate | 77.6% | 68.0%+9.6pp | 72.2%+5.4pp | 69.6%+8.0pp |
| Annual return | -3.79% | -1.62%-2.2pp | -4.63%+0.8pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,851 | $1,846+54.4% | $2,625+8.6% | $2,381+19.8% |
| Participant deferral / active EE | $1,437 | $2,626-45.3% | $3,311-56.6% | $3,470-58.6% |
| Admin fee / account holder | $14,679 | $4,027+264.5% | $5,131+186.1% | $4,888+200.3% |