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 | $27,062 | $42,383-36.1% | $76,523-64.6% | $64,186-57.8% |
| Participation rate | 97.0% | 58.1%+38.8pp | 68.0%+29.0pp | 69.6%+27.4pp |
| Annual return | -4.88% | -16.54%+11.7pp | -0.27%-4.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,155 | $1,563-26.1% | $2,647-56.4% | $2,381-51.5% |
| Participant deferral / active EE | $2,372 | $2,566-7.6% | $3,835-38.1% | $3,470-31.6% |
| Admin fee / account holder | $1,067 | $3,198-66.6% | $4,848-78.0% | $4,888-78.2% |