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 | $26,575 | $62,586-57.5% | $76,768-65.4% | $64,186-58.6% |
| Participation rate | 91.9% | 72.8%+19.1pp | 77.0%+15.0pp | 69.6%+22.4pp |
| Annual return | -1.39% | -1.95%+0.6pp | 2.43%-3.8pp | 7.63%-9.0pp |
| Employer contribution / active EE | $1,182 | $1,832-35.5% | $2,485-52.4% | $2,381-50.4% |
| Participant deferral / active EE | $3,515 | $3,145+11.8% | $3,852-8.7% | $3,470+1.3% |
| Admin fee / account holder | $1,355 | $4,667-71.0% | $6,675-79.7% | $4,888-72.3% |