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 | $20,911 | $56,484-63.0% | $169,463-87.7% | $64,186-67.4% |
| Participation rate | 75.0% | 64.5%+10.5pp | 77.8%-2.8pp | 69.6%+5.4pp |
| Annual return | -6.27% | -1.55%-4.7pp | 1.83%-8.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $503 | $1,832-72.5% | $4,159-87.9% | $2,381-78.9% |
| Participant deferral / active EE | $1,686 | $3,448-51.1% | $5,277-68.0% | $3,470-51.4% |
| Admin fee / account holder | $594 | $4,174-85.8% | $9,109-93.5% | $4,888-87.9% |