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 8-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 | $39,740 | $71,883-44.7% | $86,677-54.2% | $68,494-42.0% |
| Participation rate | 90.0% | 72.2%+17.8pp | 76.6%+13.4pp | 67.9%+22.1pp |
| Annual return | -2.00% | 3.52%-5.5pp | 35.91%-37.9pp | -7.84%+5.8pp |
| Employer contribution / active EE | $2,083 | $2,173-4.2% | $2,836-26.6% | $2,596-19.8% |
| Participant deferral / active EE | $4,225 | $3,779+11.8% | $4,656-9.3% | $4,027+4.9% |
| Admin fee / account holder | $4,528 | $6,112-25.9% | $7,493-39.6% | $5,403-16.2% |