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 | $37,880 | $77,813-51.3% | $123,544-69.3% | $64,186-41.0% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -5.90% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,352 | $3,014-55.2% | $4,628-70.8% | $2,381-43.2% |
| Participant deferral / active EE | $3,691 | $5,240-29.6% | $6,426-42.6% | $3,470+6.4% |
| Admin fee / account holder | $2,008 | $5,519-63.6% | $9,284-78.4% | $4,888-58.9% |