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 | $39,166 | $61,660-36.5% | $80,019-51.1% | $64,186-39.0% |
| Participation rate | 79.1% | 71.7%+7.4pp | 75.8%+3.3pp | 69.6%+9.5pp |
| Annual return | -6.41% | -0.33%-6.1pp | 11.22%-17.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,776 | $1,810-1.9% | $2,468-28.0% | $2,381-25.4% |
| Participant deferral / active EE | $4,159 | $2,968+40.2% | $3,686+12.8% | $3,470+19.9% |
| Admin fee / account holder | $1,864 | $5,417-65.6% | $6,521-71.4% | $4,888-61.9% |