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 | $63,434 | $62,586+1.4% | $76,768-17.4% | $64,186-1.2% |
| Participation rate | 89.3% | 72.8%+16.5pp | 77.0%+12.3pp | 69.6%+19.7pp |
| Annual return | -5.19% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,485 | $1,832-18.9% | $2,485-40.2% | $2,381-37.6% |
| Participant deferral / active EE | $2,891 | $3,145-8.1% | $3,852-24.9% | $3,470-16.7% |
| Admin fee / account holder | $577 | $4,667-87.6% | $6,675-91.4% | $4,888-88.2% |