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 | $37,541 | $56,484-33.5% | $169,463-77.8% | $64,186-41.5% |
| Participation rate | 83.9% | 64.5%+19.3pp | 77.8%+6.1pp | 69.6%+14.3pp |
| Annual return | -7.48% | -1.55%-5.9pp | 1.83%-9.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,080 | $1,832+13.5% | $4,159-50.0% | $2,381-12.7% |
| Participant deferral / active EE | $8,793 | $3,448+155.0% | $5,277+66.6% | $3,470+153.4% |
| Admin fee / account holder | $1,768 | $4,174-57.6% | $9,109-80.6% | $4,888-63.8% |