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 | $66,961 | $62,586+7.0% | $76,768-12.8% | $64,186+4.3% |
| Participation rate | 71.4% | 72.8%-1.4pp | 77.0%-5.5pp | 69.6%+1.9pp |
| Annual return | -6.07% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $855 | $1,832-53.3% | $2,485-65.6% | $2,381-64.1% |
| Participant deferral / active EE | $3,738 | $3,145+18.9% | $3,852-2.9% | $3,470+7.7% |
| Admin fee / account holder | $2,507 | $4,667-46.3% | $6,675-62.4% | $4,888-48.7% |