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 | $13,233 | $48,265-72.6% | $68,791-80.8% | $68,494-80.7% |
| Participation rate | 70.3% | 60.7%+9.6pp | 69.0%+1.2pp | 67.9%+2.4pp |
| Annual return | -14.20% | -12.71%-1.5pp | -6.38%-7.8pp | -7.84%-6.4pp |
| Employer contribution / active EE | $5,582 | $1,829+205.2% | $2,655+110.2% | $2,596+115.0% |
| Participant deferral / active EE | $1,497 | $2,867-47.8% | $3,941-62.0% | $4,027-62.8% |
| Admin fee / account holder | $2,502 | $4,355-42.6% | $4,932-49.3% | $5,403-53.7% |