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 | $26,242 | $53,596-51.0% | $90,645-71.1% | $64,186-59.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -7.97% | 4.41%-12.4pp | 1.88%-9.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,063 | $1,503-29.3% | $2,532-58.0% | $2,381-55.3% |
| Participant deferral / active EE | $2,768 | $2,459+12.6% | $3,425-19.2% | $3,470-20.2% |
| Admin fee / account holder | $829 | $3,868-78.6% | $4,994-83.4% | $4,888-83.0% |