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 | $63,104 | $42,383+48.9% | $76,523-17.5% | $64,186-1.7% |
| Participation rate | 90.0% | 58.1%+31.9pp | 68.0%+22.0pp | 69.6%+20.4pp |
| Annual return | -2.44% | -16.54%+14.1pp | -0.27%-2.2pp | 7.63%-10.1pp |
| Employer contribution / active EE | $2,019 | $1,563+29.1% | $2,647-23.7% | $2,381-15.2% |
| Participant deferral / active EE | $3,789 | $2,566+47.6% | $3,835-1.2% | $3,470+9.2% |
| Admin fee / account holder | $3,400 | $3,198+6.3% | $4,848-29.9% | $4,888-30.4% |