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 | $29,053 | $77,813-62.7% | $123,544-76.5% | $64,186-54.7% |
| Participation rate | 95.1% | 74.7%+20.4pp | 82.3%+12.8pp | 69.6%+25.6pp |
| Annual return | 0.14% | 12.48%-12.3pp | 119.20%-119.1pp | 7.63%-7.5pp |
| Employer contribution / active EE | $1,553 | $3,014-48.5% | $4,628-66.4% | $2,381-34.7% |
| Participant deferral / active EE | $3,630 | $5,240-30.7% | $6,426-43.5% | $3,470+4.6% |
| Admin fee / account holder | $483 | $5,519-91.3% | $9,284-94.8% | $4,888-90.1% |