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 | $23,272 | $50,958-54.3% | $74,550-68.8% | $64,186-63.7% |
| Participation rate | 77.8% | 61.1%+16.7pp | 69.1%+8.6pp | 69.6%+8.2pp |
| Annual return | -0.06% | -1.86%+1.8pp | 32.53%-32.6pp | 7.63%-7.7pp |
| Employer contribution / active EE | $1,494 | $1,115+34.0% | $1,961-23.8% | $2,381-37.2% |
| Participant deferral / active EE | $2,145 | $2,301-6.8% | $3,108-31.0% | $3,470-38.2% |
| Admin fee / account holder | $370 | $4,223-91.2% | $5,060-92.7% | $4,888-92.4% |