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 | $56,951 | $62,586-9.0% | $76,768-25.8% | $64,186-11.3% |
| Participation rate | 93.4% | 72.8%+20.6pp | 77.0%+16.5pp | 69.6%+23.9pp |
| Annual return | -4.84% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,119 | $1,832-38.9% | $2,485-55.0% | $2,381-53.0% |
| Participant deferral / active EE | $3,193 | $3,145+1.6% | $3,852-17.1% | $3,470-8.0% |
| Admin fee / account holder | $2,156 | $4,667-53.8% | $6,675-67.7% | $4,888-55.9% |