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 | $52,260 | $58,577-10.8% | $83,333-37.3% | $64,186-18.6% |
| Participation rate | 83.9% | 72.0%+11.8pp | 77.8%+6.1pp | 69.6%+14.3pp |
| Annual return | -6.88% | 9.65%-16.5pp | 10.63%-17.5pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,280 | $2,098-39.0% | $3,379-62.1% | $2,381-46.2% |
| Participant deferral / active EE | $3,192 | $4,654-31.4% | $5,565-42.6% | $3,470-8.0% |
| Admin fee / account holder | $2,910 | $9,275-68.6% | $7,510-61.3% | $4,888-40.5% |