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 | $35,701 | $56,484-36.8% | $169,463-78.9% | $64,186-44.4% |
| Participation rate | 98.6% | 64.5%+34.0pp | 77.8%+20.8pp | 69.6%+29.0pp |
| Annual return | -7.27% | -1.55%-5.7pp | 1.83%-9.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,169 | $1,832+72.9% | $4,159-23.8% | $2,381+33.1% |
| Participant deferral / active EE | $5,743 | $3,448+66.6% | $5,277+8.8% | $3,470+65.5% |
| Admin fee / account holder | $3,986 | $4,174-4.5% | $9,109-56.2% | $4,888-18.5% |