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 | $41,200 | $62,586-34.2% | $76,768-46.3% | $64,186-35.8% |
| Participation rate | 72.2% | 72.8%-0.6pp | 77.0%-4.7pp | 69.6%+2.7pp |
| Annual return | -4.27% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,073 | $1,832-41.5% | $2,485-56.8% | $2,381-55.0% |
| Participant deferral / active EE | $2,020 | $3,145-35.7% | $3,852-47.5% | $3,470-41.8% |
| Admin fee / account holder | $1,631 | $4,667-65.1% | $6,675-75.6% | $4,888-66.6% |