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 | $48,743 | $58,577-16.8% | $83,333-41.5% | $64,186-24.1% |
| Participation rate | 84.9% | 72.0%+12.9pp | 77.8%+7.1pp | 69.6%+15.3pp |
| Annual return | -3.40% | 9.65%-13.0pp | 10.63%-14.0pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,428 | $4,654+38.1% | $5,565+15.5% | $3,470+85.3% |
| Admin fee / account holder | $8,576 | $9,275-7.5% | $7,510+14.2% | $4,888+75.5% |