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 | $41,266 | $72,177-42.8% | $115,037-64.1% | $59,632-30.8% |
| Participation rate | 95.6% | 72.6%+23.0pp | 81.4%+14.2pp | 68.7%+26.9pp |
| Annual return | -1.32% | 12.02%-13.3pp | 26.14%-27.5pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $3,344 | $2,841+17.7% | $4,608-27.4% | $2,203+51.8% |
| Participant deferral / active EE | $2,047 | $4,783-57.2% | $6,026-66.0% | $3,192-35.9% |
| Admin fee / account holder | $1,760 | $4,927-64.3% | $8,175-78.5% | $4,297-59.0% |