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 | $30,933 | $62,586-50.6% | $76,768-59.7% | $64,186-51.8% |
| Participation rate | 93.0% | 72.8%+20.1pp | 77.0%+16.0pp | 69.6%+23.4pp |
| Annual return | -4.66% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,323 | $1,832-27.8% | $2,485-46.8% | $2,381-44.4% |
| Participant deferral / active EE | $2,694 | $3,145-14.3% | $3,852-30.1% | $3,470-22.4% |
| Admin fee / account holder | $1,149 | $4,667-75.4% | $6,675-82.8% | $4,888-76.5% |