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 | $51,378 | $49,280+4.3% | $67,313-23.7% | $64,186-20.0% |
| Participation rate | 86.3% | 60.8%+25.5pp | 69.1%+17.2pp | 69.6%+16.7pp |
| Annual return | -4.38% | -1.39%-3.0pp | -4.08%-0.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,128 | $1,668+27.5% | $2,566-17.1% | $2,381-10.6% |
| Participant deferral / active EE | $3,876 | $2,484+56.0% | $3,568+8.6% | $3,470+11.7% |
| Admin fee / account holder | $15,226 | $3,863+294.2% | $4,507+237.9% | $4,888+211.5% |