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 | $44,349 | $77,813-43.0% | $123,544-64.1% | $64,186-30.9% |
| Participation rate | 92.1% | 74.7%+17.4pp | 82.3%+9.8pp | 69.6%+22.6pp |
| Annual return | -6.44% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,499 | $3,014-50.3% | $4,628-67.6% | $2,381-37.0% |
| Participant deferral / active EE | $3,551 | $5,240-32.2% | $6,426-44.7% | $3,470+2.3% |
| Admin fee / account holder | $1,796 | $5,519-67.5% | $9,284-80.7% | $4,888-63.3% |