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 | $48,070 | $61,660-22.0% | $80,019-39.9% | $64,186-25.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -1.01% | -0.33%-0.7pp | 11.22%-12.2pp | 7.63%-8.6pp |
| Employer contribution / active EE | $1,275 | $1,810-29.6% | $2,468-48.3% | $2,381-46.5% |
| Participant deferral / active EE | $1,716 | $2,968-42.2% | $3,686-53.5% | $3,470-50.6% |
| Admin fee / account holder | $22,544 | $5,417+316.2% | $6,521+245.7% | $4,888+361.2% |