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 | $45,242 | $64,707-30.1% | $112,228-59.7% | $68,494-33.9% |
| Participation rate | 87.7% | 67.2%+20.6pp | 75.1%+12.7pp | 67.9%+19.8pp |
| Annual return | 2.89% | -11.40%+14.3pp | 27.45%-24.6pp | -7.84%+10.7pp |
| Employer contribution / active EE | $2,959 | $2,746+7.8% | $3,635-18.6% | $2,596+14.0% |
| Participant deferral / active EE | $2,722 | $3,565-23.6% | $4,728-42.4% | $4,027-32.4% |
| Admin fee / account holder | $2,389 | $5,232-54.3% | $6,410-62.7% | $5,403-55.8% |