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 | $57,156 | $59,805-4.4% | $79,550-28.2% | $68,494-16.6% |
| Participation rate | 96.7% | 61.1%+35.6pp | 69.5%+27.2pp | 67.9%+28.8pp |
| Annual return | 1.71% | -12.30%+14.0pp | 0.16%+1.5pp | -7.84%+9.6pp |
| Employer contribution / active EE | $2,697 | $1,505+79.2% | $2,413+11.8% | $2,596+3.9% |
| Participant deferral / active EE | $3,849 | $3,024+27.3% | $3,985-3.4% | $4,027-4.4% |
| Admin fee / account holder | $2,653 | $4,835-45.1% | $6,832-61.2% | $5,403-50.9% |