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 | $58,136 | $62,586-7.1% | $76,768-24.3% | $64,186-9.4% |
| Participation rate | 86.1% | 72.8%+13.3pp | 77.0%+9.1pp | 69.6%+16.5pp |
| Annual return | -2.94% | -1.95%-1.0pp | 2.43%-5.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $5,981 | $1,832+226.5% | $2,485+140.6% | $2,381+151.2% |
| Participant deferral / active EE | $4,357 | $3,145+38.6% | $3,852+13.1% | $3,470+25.6% |
| Admin fee / account holder | $1,614 | $4,667-65.4% | $6,675-75.8% | $4,888-67.0% |