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 | $36,806 | $62,586-41.2% | $76,768-52.1% | $64,186-42.7% |
| Participation rate | 90.2% | 72.8%+17.4pp | 77.0%+13.3pp | 69.6%+20.7pp |
| Annual return | -2.71% | -1.95%-0.8pp | 2.43%-5.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,482 | $1,832-19.1% | $2,485-40.3% | $2,381-37.7% |
| Participant deferral / active EE | $4,651 | $3,145+47.9% | $3,852+20.8% | $3,470+34.1% |
| Admin fee / account holder | $1,959 | $4,667-58.0% | $6,675-70.6% | $4,888-59.9% |