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 | $22,211 | $53,596-58.6% | $90,645-75.5% | $64,186-65.4% |
| Participation rate | 87.5% | 64.5%+23.0pp | 74.0%+13.5pp | 69.6%+17.9pp |
| Annual return | -7.71% | 4.41%-12.1pp | 1.88%-9.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,918 | $1,503+94.1% | $2,532+15.2% | $2,381+22.5% |
| Participant deferral / active EE | $2,880 | $2,459+17.1% | $3,425-15.9% | $3,470-17.0% |
| Admin fee / account holder | $610 | $3,868-84.2% | $4,994-87.8% | $4,888-87.5% |