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 | $16,041 | $56,484-71.6% | $169,463-90.5% | $64,186-75.0% |
| Participation rate | 73.4% | 64.5%+8.9pp | 77.8%-4.3pp | 69.6%+3.9pp |
| Annual return | -6.47% | -1.55%-4.9pp | 1.83%-8.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $966 | $1,832-47.3% | $4,159-76.8% | $2,381-59.4% |
| Participant deferral / active EE | $1,625 | $3,448-52.9% | $5,277-69.2% | $3,470-53.2% |
| Admin fee / account holder | $932 | $4,174-77.7% | $9,109-89.8% | $4,888-80.9% |