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 | $52,135 | $62,586-16.7% | $76,768-32.1% | $64,186-18.8% |
| Participation rate | 98.4% | 72.8%+25.6pp | 77.0%+21.4pp | 69.6%+28.8pp |
| Annual return | -7.30% | -1.95%-5.4pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,216 | $1,832+75.6% | $2,485+29.4% | $2,381+35.1% |
| Participant deferral / active EE | $3,751 | $3,145+19.3% | $3,852-2.6% | $3,470+8.1% |
| Admin fee / account holder | $688 | $4,667-85.3% | $6,675-89.7% | $4,888-85.9% |