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 | $39,599 | $62,586-36.7% | $76,768-48.4% | $64,186-38.3% |
| Participation rate | 97.9% | 72.8%+25.1pp | 77.0%+21.0pp | 69.6%+28.3pp |
| Annual return | -6.00% | -1.95%-4.1pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,335 | $1,832+82.0% | $2,485+34.2% | $2,381+40.1% |
| Participant deferral / active EE | $2,573 | $3,145-18.2% | $3,852-33.2% | $3,470-25.8% |
| Admin fee / account holder | $2,221 | $4,667-52.4% | $6,675-66.7% | $4,888-54.6% |