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 | $47,384 | $62,586-24.3% | $76,768-38.3% | $64,186-26.2% |
| Participation rate | 82.1% | 72.8%+9.3pp | 77.0%+5.2pp | 69.6%+12.6pp |
| Annual return | 6.63% | -1.95%+8.6pp | 2.43%+4.2pp | 7.63%-1.0pp |
| Employer contribution / active EE | $1,102 | $1,832-39.9% | $2,485-55.7% | $2,381-53.7% |
| Participant deferral / active EE | $2,224 | $3,145-29.3% | $3,852-42.3% | $3,470-35.9% |
| Admin fee / account holder | $770 | $4,667-83.5% | $6,675-88.5% | $4,888-84.3% |