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 | $20,044 | $77,813-74.2% | $123,544-83.8% | $64,186-68.8% |
| Participation rate | 91.4% | 74.7%+16.7pp | 82.3%+9.1pp | 69.6%+21.9pp |
| Annual return | -5.35% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,045 | $3,014-65.3% | $4,628-77.4% | $2,381-56.1% |
| Participant deferral / active EE | $2,228 | $5,240-57.5% | $6,426-65.3% | $3,470-35.8% |
| Admin fee / account holder | $301 | $5,519-94.5% | $9,284-96.8% | $4,888-93.8% |