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 | $27,736 | $57,065-51.4% | $75,670-63.3% | $70,131-60.5% |
| Participation rate | 73.4% | 68.1%+5.3pp | 72.3%+1.1pp | 69.5%+3.9pp |
| Annual return | 0.00% | 23.57%-23.6pp | 27.34%-27.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,429 | $1,817-21.3% | $2,352-39.2% | $2,342-39.0% |
| Participant deferral / active EE | $2,650 | $2,580+2.7% | $3,142-15.7% | $3,332-20.5% |
| Admin fee / account holder | $524 | $3,825-86.3% | $5,800-91.0% | $4,645-88.7% |