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 | $41,964 | $54,726-23.3% | $68,793-39.0% | $64,186-34.6% |
| Participation rate | 87.9% | 68.0%+19.9pp | 72.2%+15.7pp | 69.6%+18.3pp |
| Annual return | -6.34% | -1.62%-4.7pp | -4.63%-1.7pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,424 | $1,846+31.3% | $2,625-7.7% | $2,381+1.8% |
| Participant deferral / active EE | $4,265 | $2,626+62.4% | $3,311+28.8% | $3,470+22.9% |
| Admin fee / account holder | $1,112 | $4,027-72.4% | $5,131-78.3% | $4,888-77.3% |