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 | $14,704 | $56,484-74.0% | $169,463-91.3% | $64,186-77.1% |
| Participation rate | 71.9% | 64.5%+7.3pp | 77.8%-5.9pp | 69.6%+2.3pp |
| Annual return | -7.61% | -1.55%-6.1pp | 1.83%-9.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $781 | $1,832-57.4% | $4,159-81.2% | $2,381-67.2% |
| Participant deferral / active EE | $1,931 | $3,448-44.0% | $5,277-63.4% | $3,470-44.3% |
| Admin fee / account holder | $458 | $4,174-89.0% | $9,109-95.0% | $4,888-90.6% |