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 | $35,228 | $73,867-52.3% | $143,757-75.5% | $68,494-48.6% |
| Participation rate | 85.2% | 66.7%+18.5pp | 80.3%+4.9pp | 67.9%+17.3pp |
| Annual return | -6.84% | 1.01%-7.9pp | -0.04%-6.8pp | -7.84%+1.0pp |
| Employer contribution / active EE | $1,600 | $3,184-49.7% | $4,951-67.7% | $2,596-38.4% |
| Participant deferral / active EE | $2,424 | $3,384-28.4% | $5,637-57.0% | $4,027-39.8% |
| Admin fee / account holder | $1,231 | $5,755-78.6% | $14,673-91.6% | $5,403-77.2% |