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 | $34,233 | $58,577-41.6% | $83,333-58.9% | $64,186-46.7% |
| Participation rate | 93.5% | 72.0%+21.5pp | 77.8%+15.8pp | 69.6%+24.0pp |
| Annual return | -8.13% | 9.65%-17.8pp | 10.63%-18.8pp | 7.63%-15.8pp |
| Employer contribution / active EE | $4,753 | $2,098+126.5% | $3,379+40.7% | $2,381+99.6% |
| Participant deferral / active EE | $6,030 | $4,654+29.6% | $5,565+8.4% | $3,470+73.8% |
| Admin fee / account holder | $3,301 | $9,275-64.4% | $7,510-56.0% | $4,888-32.5% |