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 | $20,089 | $42,383-52.6% | $76,523-73.7% | $64,186-68.7% |
| Participation rate | 70.7% | 58.1%+12.6pp | 68.0%+2.7pp | 69.6%+1.2pp |
| Annual return | -1.10% | -16.54%+15.4pp | -0.27%-0.8pp | 7.63%-8.7pp |
| Employer contribution / active EE | $2,422 | $1,563+54.9% | $2,647-8.5% | $2,381+1.7% |
| Participant deferral / active EE | $3,390 | $2,566+32.1% | $3,835-11.6% | $3,470-2.3% |
| Admin fee / account holder | $586 | $3,198-81.7% | $4,848-87.9% | $4,888-88.0% |