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 | $32,841 | $61,660-46.7% | $80,019-59.0% | $64,186-48.8% |
| Participation rate | 81.3% | 71.7%+9.6pp | 75.8%+5.4pp | 69.6%+11.7pp |
| Annual return | -5.91% | -0.33%-5.6pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,177 | $1,810+20.2% | $2,468-11.8% | $2,381-8.6% |
| Participant deferral / active EE | $4,572 | $2,968+54.1% | $3,686+24.0% | $3,470+31.8% |
| Admin fee / account holder | $11,942 | $5,417+120.4% | $6,521+83.1% | $4,888+144.3% |