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 | $26,619 | $62,586-57.5% | $76,768-65.3% | $64,186-58.5% |
| Participation rate | 93.5% | 72.8%+20.7pp | 77.0%+16.5pp | 69.6%+23.9pp |
| Annual return | -5.29% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,122 | $1,832+70.4% | $2,485+25.6% | $2,381+31.1% |
| Participant deferral / active EE | $3,599 | $3,145+14.5% | $3,852-6.6% | $3,470+3.7% |
| Admin fee / account holder | $1,046 | $4,667-77.6% | $6,675-84.3% | $4,888-78.6% |