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 | $17,948 | $56,484-68.2% | $169,463-89.4% | $64,186-72.0% |
| Participation rate | 75.6% | 64.5%+11.0pp | 77.8%-2.2pp | 69.6%+6.0pp |
| Annual return | -7.28% | -1.55%-5.7pp | 1.83%-9.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,101 | $1,832-39.9% | $4,159-73.5% | $2,381-53.8% |
| Participant deferral / active EE | $1,804 | $3,448-47.7% | $5,277-65.8% | $3,470-48.0% |
| Admin fee / account holder | $1,865 | $4,174-55.3% | $9,109-79.5% | $4,888-61.9% |