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 | $37,352 | $62,586-40.3% | $76,768-51.3% | $64,186-41.8% |
| Participation rate | 96.2% | 72.8%+23.4pp | 77.0%+19.3pp | 69.6%+26.7pp |
| Annual return | -6.27% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,981 | $1,832+8.1% | $2,485-20.3% | $2,381-16.8% |
| Participant deferral / active EE | $4,430 | $3,145+40.9% | $3,852+15.0% | $3,470+27.7% |
| Admin fee / account holder | $1,858 | $4,667-60.2% | $6,675-72.2% | $4,888-62.0% |