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 | $25,525 | $77,813-67.2% | $123,544-79.3% | $64,186-60.2% |
| Participation rate | 97.1% | 74.7%+22.4pp | 82.3%+14.8pp | 69.6%+27.6pp |
| Annual return | -0.41% | 12.48%-12.9pp | 119.20%-119.6pp | 7.63%-8.0pp |
| Employer contribution / active EE | $2,964 | $3,014-1.6% | $4,628-35.9% | $2,381+24.5% |
| Participant deferral / active EE | $3,572 | $5,240-31.8% | $6,426-44.4% | $3,470+2.9% |
| Admin fee / account holder | $695 | $5,519-87.4% | $9,284-92.5% | $4,888-85.8% |