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 | $46,998 | $52,836-11.0% | $105,738-55.6% | $64,186-26.8% |
| Participation rate | 78.2% | 66.5%+11.6pp | 76.3%+1.8pp | 69.6%+8.6pp |
| Annual return | -6.01% | 14.30%-20.3pp | 6.27%-12.3pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,613 | $1,827-11.7% | $3,268-50.7% | $2,381-32.3% |
| Participant deferral / active EE | $3,300 | $2,545+29.6% | $4,080-19.1% | $3,470-4.9% |
| Admin fee / account holder | $4,078 | $3,959+3.0% | $6,913-41.0% | $4,888-16.6% |