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 | $61,150 | $54,726+11.7% | $68,793-11.1% | $64,186-4.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -6.26% | -1.62%-4.6pp | -4.63%-1.6pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,998 | $1,846+8.2% | $2,625-23.9% | $2,381-16.1% |
| Participant deferral / active EE | $2,016 | $2,626-23.2% | $3,311-39.1% | $3,470-41.9% |
| Admin fee / account holder | $4,056 | $4,027+0.7% | $5,131-20.9% | $4,888-17.0% |