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 | $28,932 | $43,327-33.2% | $59,878-51.7% | $64,186-54.9% |
| Participation rate | 74.2% | 69.2%+5.0pp | 74.7%-0.5pp | 69.6%+4.6pp |
| Annual return | 6.72% | -1.55%+8.3pp | 3.46%+3.3pp | 7.63%-0.9pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $856 | $2,546-66.4% | $3,402-74.9% | $3,470-75.3% |
| Admin fee / account holder | $3,044 | $3,005+1.3% | $3,590-15.2% | $4,888-37.7% |