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 | $38,670 | $62,586-38.2% | $76,768-49.6% | $64,186-39.8% |
| Participation rate | 96.4% | 72.8%+23.6pp | 77.0%+19.5pp | 69.6%+26.9pp |
| Annual return | 0.75% | -1.95%+2.7pp | 2.43%-1.7pp | 7.63%-6.9pp |
| Employer contribution / active EE | $1,786 | $1,832-2.5% | $2,485-28.1% | $2,381-25.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,092 | $4,667-76.6% | $6,675-83.6% | $4,888-77.7% |