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 | $30,468 | $49,280-38.2% | $67,313-54.7% | $64,186-52.5% |
| Participation rate | 96.3% | 60.8%+35.5pp | 69.1%+27.2pp | 69.6%+26.7pp |
| Annual return | -4.72% | -1.39%-3.3pp | -4.08%-0.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $869 | $1,668-47.9% | $2,566-66.1% | $2,381-63.5% |
| Participant deferral / active EE | $4,280 | $2,484+72.3% | $3,568+19.9% | $3,470+23.4% |
| Admin fee / account holder | $1,397 | $3,863-63.8% | $4,507-69.0% | $4,888-71.4% |