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 | $26,344 | $47,969-45.1% | $85,969-69.4% | $52,331-49.7% |
| Participation rate | 93.5% | 61.7%+31.7pp | 76.5%+16.9pp | 68.1%+25.4pp |
| Annual return | -0.49% | -0.13%-0.4pp | 9.32%-9.8pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,634 | $1,460+11.9% | $3,474-53.0% | $1,882-13.2% |
| Participant deferral / active EE | $3,420 | $2,110+62.1% | $3,829-10.7% | $3,022+13.2% |
| Admin fee / account holder | $343 | $530-35.2% | $6,053-94.3% | $592-42.0% |