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 | $38,370 | $71,883-46.6% | $86,677-55.7% | $68,494-44.0% |
| Participation rate | 91.0% | 72.2%+18.8pp | 76.6%+14.5pp | 67.9%+23.1pp |
| Annual return | -17.10% | 3.52%-20.6pp | 35.91%-53.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $637 | $2,173-70.7% | $2,836-77.5% | $2,596-75.4% |
| Participant deferral / active EE | $3,327 | $3,779-11.9% | $4,656-28.5% | $4,027-17.4% |
| Admin fee / account holder | $694 | $6,112-88.7% | $7,493-90.7% | $5,403-87.2% |