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 | $24,714 | $56,484-56.2% | $169,463-85.4% | $64,186-61.5% |
| Participation rate | 81.6% | 64.5%+17.0pp | 77.8%+3.8pp | 69.6%+12.0pp |
| Annual return | -4.18% | -1.55%-2.6pp | 1.83%-6.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,488 | $1,832+35.8% | $4,159-40.2% | $2,381+4.5% |
| Participant deferral / active EE | $2,499 | $3,448-27.5% | $5,277-52.6% | $3,470-28.0% |
| Admin fee / account holder | $2,763 | $4,174-33.8% | $9,109-69.7% | $4,888-43.5% |