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 | $35,067 | $62,586-44.0% | $76,768-54.3% | $64,186-45.4% |
| Participation rate | 75.0% | 72.8%+2.2pp | 77.0%-2.0pp | 69.6%+5.4pp |
| Annual return | -2.91% | -1.95%-1.0pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,687 | $1,832-7.9% | $2,485-32.1% | $2,381-29.2% |
| Participant deferral / active EE | $2,892 | $3,145-8.0% | $3,852-24.9% | $3,470-16.7% |
| Admin fee / account holder | $2,393 | $4,667-48.7% | $6,675-64.1% | $4,888-51.0% |