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 | $37,503 | $61,660-39.2% | $80,019-53.1% | $64,186-41.6% |
| Participation rate | 71.9% | 71.7%+0.2pp | 75.8%-4.0pp | 69.6%+2.3pp |
| Annual return | -4.35% | -0.33%-4.0pp | 11.22%-15.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,692 | $1,810-6.5% | $2,468-31.4% | $2,381-28.9% |
| Participant deferral / active EE | $3,659 | $2,968+23.3% | $3,686-0.7% | $3,470+5.5% |
| Admin fee / account holder | $12,272 | $5,417+126.5% | $6,521+88.2% | $4,888+151.1% |