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 | $56,321 | $62,586-10.0% | $76,768-26.6% | $64,186-12.3% |
| Participation rate | 77.1% | 72.8%+4.3pp | 77.0%+0.2pp | 69.6%+7.6pp |
| Annual return | -5.36% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $671 | $1,832-63.4% | $2,485-73.0% | $2,381-71.8% |
| Participant deferral / active EE | $2,147 | $3,145-31.7% | $3,852-44.2% | $3,470-38.1% |
| Admin fee / account holder | $3,070 | $4,667-34.2% | $6,675-54.0% | $4,888-37.2% |