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 | $18,276 | $43,327-57.8% | $59,878-69.5% | $64,186-71.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -6.49% | -1.55%-4.9pp | 3.46%-10.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,228 | $2,028-39.5% | $2,722-54.9% | $2,381-48.4% |
| Participant deferral / active EE | $1,909 | $2,546-25.0% | $3,402-43.9% | $3,470-45.0% |
| Admin fee / account holder | $842 | $3,005-72.0% | $3,590-76.6% | $4,888-82.8% |