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 | $26,530 | $52,836-49.8% | $105,738-74.9% | $64,186-58.7% |
| Participation rate | 85.2% | 66.5%+18.6pp | 76.3%+8.9pp | 69.6%+15.6pp |
| Annual return | -4.53% | 14.30%-18.8pp | 6.27%-10.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,821 | $1,827-0.3% | $3,268-44.3% | $2,381-23.5% |
| Participant deferral / active EE | $1,662 | $2,545-34.7% | $4,080-59.3% | $3,470-52.1% |
| Admin fee / account holder | $7,693 | $3,959+94.3% | $6,913+11.3% | $4,888+57.4% |