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 | $62,278 | $42,383+46.9% | $76,523-18.6% | $64,186-3.0% |
| Participation rate | 94.6% | 58.1%+36.5pp | 68.0%+26.6pp | 69.6%+25.0pp |
| Annual return | -5.79% | -16.54%+10.7pp | -0.27%-5.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,432 | $1,563+55.6% | $2,647-8.1% | $2,381+2.2% |
| Participant deferral / active EE | $3,673 | $2,566+43.1% | $3,835-4.2% | $3,470+5.9% |
| Admin fee / account holder | $2,421 | $3,198-24.3% | $4,848-50.1% | $4,888-50.5% |