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 | $28,573 | $62,586-54.3% | $76,768-62.8% | $64,186-55.5% |
| Participation rate | 93.0% | 72.8%+20.2pp | 77.0%+16.1pp | 69.6%+23.5pp |
| Annual return | -6.57% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $682 | $1,832-62.8% | $2,485-72.6% | $2,381-71.4% |
| Participant deferral / active EE | $2,800 | $3,145-11.0% | $3,852-27.3% | $3,470-19.3% |
| Admin fee / account holder | $1,223 | $4,667-73.8% | $6,675-81.7% | $4,888-75.0% |