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 | $11,050 | $42,383-73.9% | $76,523-85.6% | $64,186-82.8% |
| Participation rate | 97.4% | 58.1%+39.2pp | 68.0%+29.4pp | 69.6%+27.8pp |
| Annual return | -6.42% | -16.54%+10.1pp | -0.27%-6.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,570 | $1,563+0.4% | $2,647-40.7% | $2,381-34.0% |
| Participant deferral / active EE | $1,911 | $2,566-25.6% | $3,835-50.2% | $3,470-44.9% |
| Admin fee / account holder | $1,179 | $3,198-63.1% | $4,848-75.7% | $4,888-75.9% |