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 | $30,719 | $67,411-54.4% | $91,001-66.2% | $70,131-56.2% |
| Participation rate | 86.9% | 71.4%+15.5pp | 75.6%+11.3pp | 69.5%+17.3pp |
| Annual return | 17.96% | -40.16%+58.1pp | 4.60%+13.4pp | 73.14%-55.2pp |
| Employer contribution / active EE | $458 | $1,786-74.3% | $2,456-81.3% | $2,342-80.4% |
| Participant deferral / active EE | $2,231 | $2,823-20.9% | $3,547-37.1% | $3,332-33.0% |
| Admin fee / account holder | $2,920 | $4,236-31.1% | $5,417-46.1% | $4,645-37.1% |