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 | $41,007 | $62,586-34.5% | $76,768-46.6% | $64,186-36.1% |
| Participation rate | 84.2% | 72.8%+11.4pp | 77.0%+7.2pp | 69.6%+14.6pp |
| Annual return | -5.77% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,664 | $1,832-9.2% | $2,485-33.0% | $2,381-30.1% |
| Participant deferral / active EE | $3,648 | $3,145+16.0% | $3,852-5.3% | $3,470+5.2% |
| Admin fee / account holder | $2,398 | $4,667-48.6% | $6,675-64.1% | $4,888-50.9% |