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 | $33,672 | $50,958-33.9% | $74,550-54.8% | $64,186-47.5% |
| Participation rate | 98.5% | 61.1%+37.4pp | 69.1%+29.4pp | 69.6%+28.9pp |
| Annual return | -6.39% | -1.86%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $564 | $1,115-49.5% | $1,961-71.3% | $2,381-76.3% |
| Participant deferral / active EE | $1,051 | $2,301-54.3% | $3,108-66.2% | $3,470-69.7% |
| Admin fee / account holder | $1,217 | $4,223-71.2% | $5,060-75.9% | $4,888-75.1% |