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 | $44,994 | $61,660-27.0% | $80,019-43.8% | $64,186-29.9% |
| Participation rate | 97.4% | 71.7%+25.7pp | 75.8%+21.5pp | 69.6%+27.8pp |
| Annual return | -5.62% | -0.33%-5.3pp | 11.22%-16.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,167 | $1,810+19.7% | $2,468-12.2% | $2,381-9.0% |
| Participant deferral / active EE | $4,951 | $2,968+66.8% | $3,686+34.3% | $3,470+42.7% |
| Admin fee / account holder | $5,599 | $5,417+3.4% | $6,521-14.1% | $4,888+14.5% |