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 | $78,038 | $56,484+38.2% | $169,463-53.9% | $64,186+21.6% |
| Participation rate | 93.9% | 64.5%+29.4pp | 77.8%+16.2pp | 69.6%+24.4pp |
| Annual return | -3.06% | -1.55%-1.5pp | 1.83%-4.9pp | 7.63%-10.7pp |
| Employer contribution / active EE | $695 | $1,832-62.1% | $4,159-83.3% | $2,381-70.8% |
| Participant deferral / active EE | $3,798 | $3,448+10.2% | $5,277-28.0% | $3,470+9.5% |
| Admin fee / account holder | $23,698 | $4,174+467.7% | $9,109+160.2% | $4,888+384.8% |