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 | $28,844 | $50,464-42.8% | $75,781-61.9% | $52,331-44.9% |
| Participation rate | 98.2% | 66.8%+31.4pp | 75.8%+22.3pp | 68.1%+30.1pp |
| Annual return | -0.78% | 1.03%-1.8pp | 9.68%-10.5pp | 4.54%-5.3pp |
| Employer contribution / active EE | $5,852 | $1,988+194.3% | $3,323+76.1% | $1,882+211.0% |
| Participant deferral / active EE | $4,035 | $2,570+57.0% | $3,651+10.5% | $3,022+33.5% |
| Admin fee / account holder | $765 | $1,103-30.6% | $5,299-85.6% | $592+29.3% |