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 | $30,694 | $43,327-29.2% | $59,878-48.7% | $64,186-52.2% |
| Participation rate | 80.0% | 69.2%+10.8pp | 74.7%+5.3pp | 69.6%+10.4pp |
| Annual return | -4.79% | -1.55%-3.2pp | 3.46%-8.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,519 | $2,028-25.1% | $2,722-44.2% | $2,381-36.2% |
| Participant deferral / active EE | $3,427 | $2,546+34.6% | $3,402+0.7% | $3,470-1.2% |
| Admin fee / account holder | $4,232 | $3,005+40.8% | $3,590+17.9% | $4,888-13.4% |