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 | $35,012 | $58,577-40.2% | $83,333-58.0% | $64,186-45.5% |
| Participation rate | 91.3% | 72.0%+19.2pp | 77.8%+13.5pp | 69.6%+21.7pp |
| Annual return | -0.93% | 9.65%-10.6pp | 10.63%-11.6pp | 7.63%-8.6pp |
| Employer contribution / active EE | $2,994 | $2,098+42.7% | $3,379-11.4% | $2,381+25.7% |
| Participant deferral / active EE | $4,374 | $4,654-6.0% | $5,565-21.4% | $3,470+26.1% |
| Admin fee / account holder | $1,391 | $9,275-85.0% | $7,510-81.5% | $4,888-71.5% |