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 | $49,780 | $62,586-20.5% | $76,768-35.2% | $64,186-22.4% |
| Participation rate | 86.4% | 72.8%+13.6pp | 77.0%+9.5pp | 69.6%+16.9pp |
| Annual return | -5.01% | -1.95%-3.1pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,042 | $1,832+11.5% | $2,485-17.8% | $2,381-14.2% |
| Participant deferral / active EE | $3,294 | $3,145+4.8% | $3,852-14.5% | $3,470-5.1% |
| Admin fee / account holder | $9,862 | $4,667+111.3% | $6,675+47.8% | $4,888+101.8% |