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 | $56,730 | $113,935-50.2% | $94,224-39.8% | $125,391-54.8% |
| Participation rate | 77.8% | 82.9%-5.1pp | 78.8%-1.0pp | 83.2%-5.4pp |
| Annual return | -0.76% | 5.29%-6.0pp | 10.68%-11.4pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,241 | $4,727-73.7% | $3,587-65.4% | $4,866-74.5% |
| Participant deferral / active EE | $2,529 | $5,179-51.2% | $4,320-41.5% | $5,352-52.7% |
| Admin fee / account holder | $3,438 | $8,391-59.0% | $6,269-45.2% | $9,540-64.0% |