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 | $40,437 | $52,903-23.6% | $73,307-44.8% | $59,632-32.2% |
| Participation rate | 71.0% | 68.2%+2.8pp | 74.9%-3.9pp | 68.7%+2.3pp |
| Annual return | -0.93% | 12.20%-13.1pp | 5.67%-6.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $2,363 | $1,909+23.8% | $3,237-27.0% | $2,203+7.3% |
| Participant deferral / active EE | $4,209 | $4,069+3.4% | $4,991-15.7% | $3,192+31.9% |
| Admin fee / account holder | $4,430 | $3,834+15.6% | $5,637-21.4% | $4,297+3.1% |