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 | $26,881 | $62,586-57.0% | $76,768-65.0% | $64,186-58.1% |
| Participation rate | 81.0% | 72.8%+8.2pp | 77.0%+4.1pp | 69.6%+11.5pp |
| Annual return | -4.23% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,257 | $1,832-31.4% | $2,485-49.4% | $2,381-47.2% |
| Participant deferral / active EE | $1,917 | $3,145-39.0% | $3,852-50.2% | $3,470-44.8% |
| Admin fee / account holder | $2,116 | $4,667-54.7% | $6,675-68.3% | $4,888-56.7% |