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 | $59,131 | $62,586-5.5% | $76,768-23.0% | $64,186-7.9% |
| Participation rate | 70.4% | 72.8%-2.4pp | 77.0%-6.6pp | 69.6%+0.8pp |
| Annual return | -5.04% | -1.95%-3.1pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,870 | $1,832+56.7% | $2,485+15.5% | $2,381+20.6% |
| Participant deferral / active EE | $2,615 | $3,145-16.8% | $3,852-32.1% | $3,470-24.6% |
| Admin fee / account holder | $363 | $4,667-92.2% | $6,675-94.6% | $4,888-92.6% |