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 | $45,046 | $110,094-59.1% | $151,611-70.3% | $68,494-34.2% |
| Participation rate | 76.0% | 84.0%-8.0pp | 87.5%-11.5pp | 67.9%+8.1pp |
| Annual return | -15.20% | -10.12%-5.1pp | 3.33%-18.5pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,061 | $4,471-53.9% | $6,166-66.6% | $2,596-20.6% |
| Participant deferral / active EE | $4,631 | $6,527-29.1% | $8,363-44.6% | $4,027+15.0% |
| Admin fee / account holder | $664 | $7,719-91.4% | $11,616-94.3% | $5,403-87.7% |