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 | $42,007 | $56,484-25.6% | $169,463-75.2% | $64,186-34.6% |
| Participation rate | 82.4% | 64.5%+17.8pp | 77.8%+4.6pp | 69.6%+12.8pp |
| Annual return | -6.53% | -1.55%-5.0pp | 1.83%-8.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,640 | $1,832-10.5% | $4,159-60.6% | $2,381-31.1% |
| Participant deferral / active EE | $4,560 | $3,448+32.3% | $5,277-13.6% | $3,470+31.4% |
| Admin fee / account holder | $899 | $4,174-78.5% | $9,109-90.1% | $4,888-81.6% |