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 8-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 | $41,997 | $62,586-32.9% | $76,768-45.3% | $64,186-34.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -2.60% | -1.95%-0.7pp | 2.43%-5.0pp | 7.63%-10.2pp |
| Employer contribution / active EE | $816 | $1,832-55.4% | $2,485-67.1% | $2,381-65.7% |
| Participant deferral / active EE | $1,604 | $3,145-49.0% | $3,852-58.4% | $3,470-53.8% |
| Admin fee / account holder | $8,628 | $4,667+84.9% | $6,675+29.3% | $4,888+76.5% |