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 | $54,819 | $62,586-12.4% | $76,768-28.6% | $64,186-14.6% |
| Participation rate | 93.1% | 72.8%+20.2pp | 77.0%+16.1pp | 69.6%+23.5pp |
| Annual return | -2.66% | -1.95%-0.7pp | 2.43%-5.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,015 | $1,832+10.0% | $2,485-18.9% | $2,381-15.4% |
| Participant deferral / active EE | $2,848 | $3,145-9.4% | $3,852-26.1% | $3,470-17.9% |
| Admin fee / account holder | $428 | $4,667-90.8% | $6,675-93.6% | $4,888-91.2% |