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 | $53,772 | $62,586-14.1% | $76,768-30.0% | $64,186-16.2% |
| Participation rate | 97.9% | 72.8%+25.1pp | 77.0%+21.0pp | 69.6%+28.3pp |
| Annual return | -4.72% | -1.95%-2.8pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,083 | $1,832+13.7% | $2,485-16.2% | $2,381-12.5% |
| Participant deferral / active EE | $2,159 | $3,145-31.4% | $3,852-44.0% | $3,470-37.8% |
| Admin fee / account holder | $698 | $4,667-85.0% | $6,675-89.5% | $4,888-85.7% |