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 | $30,449 | $58,577-48.0% | $83,333-63.5% | $64,186-52.6% |
| Participation rate | 97.1% | 72.0%+25.1pp | 77.8%+19.4pp | 69.6%+27.6pp |
| Annual return | -7.29% | 9.65%-16.9pp | 10.63%-17.9pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,310 | $2,098-37.6% | $3,379-61.2% | $2,381-45.0% |
| Participant deferral / active EE | $3,870 | $4,654-16.8% | $5,565-30.5% | $3,470+11.6% |
| Admin fee / account holder | $313 | $9,275-96.6% | $7,510-95.8% | $4,888-93.6% |