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 | $37,192 | $54,726-32.0% | $68,793-45.9% | $64,186-42.1% |
| Participation rate | 82.6% | 68.0%+14.6pp | 72.2%+10.4pp | 69.6%+13.0pp |
| Annual return | -1.53% | -1.62%+0.1pp | -4.63%+3.1pp | 7.63%-9.2pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,899 | $2,626+48.5% | $3,311+17.8% | $3,470+12.4% |
| Admin fee / account holder | $2,288 | $4,027-43.2% | $5,131-55.4% | $4,888-53.2% |