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 | $41,309 | $52,836-21.8% | $105,738-60.9% | $64,186-35.6% |
| Participation rate | 96.7% | 66.5%+30.1pp | 76.3%+20.3pp | 69.6%+27.1pp |
| Annual return | -4.20% | 14.30%-18.5pp | 6.27%-10.5pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,227 | $1,827-32.8% | $3,268-62.4% | $2,381-48.4% |
| Participant deferral / active EE | $7,089 | $2,545+178.5% | $4,080+73.8% | $3,470+104.3% |
| Admin fee / account holder | $2,702 | $3,959-31.8% | $6,913-60.9% | $4,888-44.7% |