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 | $41,672 | $62,586-33.4% | $76,768-45.7% | $64,186-35.1% |
| Participation rate | 86.4% | 72.8%+13.6pp | 77.0%+9.5pp | 69.6%+16.9pp |
| Annual return | -2.16% | -1.95%-0.2pp | 2.43%-4.6pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,554 | $1,832-15.2% | $2,485-37.5% | $2,381-34.7% |
| Participant deferral / active EE | $3,171 | $3,145+0.8% | $3,852-17.7% | $3,470-8.6% |
| Admin fee / account holder | $338 | $4,667-92.8% | $6,675-94.9% | $4,888-93.1% |