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 | $39,773 | $73,004-45.5% | $90,749-56.2% | $68,494-41.9% |
| Participation rate | 84.1% | 70.8%+13.3pp | 75.7%+8.4pp | 67.9%+16.2pp |
| Annual return | -15.90% | -13.81%-2.1pp | -12.16%-3.7pp | -7.84%-8.1pp |
| Employer contribution / active EE | $532 | $2,193-75.7% | $2,921-81.8% | $2,596-79.5% |
| Participant deferral / active EE | $2,425 | $3,627-33.1% | $4,564-46.9% | $4,027-39.8% |
| Admin fee / account holder | $727 | $5,896-87.7% | $8,445-91.4% | $5,403-86.5% |