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 | $30,698 | $77,813-60.5% | $123,544-75.2% | $64,186-52.2% |
| Participation rate | 86.4% | 74.7%+11.7pp | 82.3%+4.1pp | 69.6%+16.8pp |
| Annual return | -6.42% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,706 | $3,014-43.4% | $4,628-63.1% | $2,381-28.4% |
| Participant deferral / active EE | $6,549 | $5,240+25.0% | $6,426+1.9% | $3,470+88.8% |
| Admin fee / account holder | $2,769 | $5,519-49.8% | $9,284-70.2% | $4,888-43.3% |