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 7-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 | $33,835 | $92,222-63.3% | $76,768-55.9% | $135,375-75.0% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -0.03% | 5.46%-5.5pp | 2.43%-2.5pp | 519.73%-519.8pp |
| Employer contribution / active EE | $2,294 | $3,216-28.7% | $2,485-7.7% | $4,779-52.0% |
| Participant deferral / active EE | $3,855 | $4,509-14.5% | $3,852+0.1% | $5,609-31.3% |
| Admin fee / account holder | $1,517 | $10,748-85.9% | $6,675-77.3% | $10,827-86.0% |