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 | $38,384 | $56,484-32.0% | $169,463-77.3% | $64,186-40.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -3.78% | -1.55%-2.2pp | 1.83%-5.6pp | 7.63%-11.4pp |
| Employer contribution / active EE | $4,581 | $1,832+150.0% | $4,159+10.1% | $2,381+92.4% |
| Participant deferral / active EE | $7,512 | $3,448+117.9% | $5,277+42.4% | $3,470+116.5% |
| Admin fee / account holder | $835 | $4,174-80.0% | $9,109-90.8% | $4,888-82.9% |