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 | $49,440 | $62,586-21.0% | $76,768-35.6% | $64,186-23.0% |
| Participation rate | 89.2% | 72.8%+16.4pp | 77.0%+12.2pp | 69.6%+19.6pp |
| Annual return | -5.10% | -1.95%-3.2pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,079 | $1,832-41.1% | $2,485-56.6% | $2,381-54.7% |
| Participant deferral / active EE | $3,024 | $3,145-3.9% | $3,852-21.5% | $3,470-12.9% |
| Admin fee / account holder | $1,663 | $4,667-64.4% | $6,675-75.1% | $4,888-66.0% |