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 | $30,544 | $52,681-42.0% | $75,781-59.7% | $59,632-48.8% |
| Participation rate | 89.1% | 67.2%+21.9pp | 75.8%+13.3pp | 68.7%+20.5pp |
| Annual return | -0.76% | 2.95%-3.7pp | 9.68%-10.4pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $2,355 | $2,193+7.4% | $3,323-29.1% | $2,203+6.9% |
| Participant deferral / active EE | $2,621 | $2,591+1.2% | $3,651-28.2% | $3,192-17.9% |
| Admin fee / account holder | $561 | $3,610-84.5% | $5,299-89.4% | $4,297-87.0% |