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 | $44,281 | $49,280-10.1% | $67,313-34.2% | $64,186-31.0% |
| Participation rate | 75.0% | 60.8%+14.2pp | 69.1%+5.9pp | 69.6%+5.4pp |
| Annual return | -5.23% | -1.39%-3.8pp | -4.08%-1.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $479 | $1,668-71.3% | $2,566-81.3% | $2,381-79.9% |
| Participant deferral / active EE | $5,127 | $2,484+106.4% | $3,568+43.7% | $3,470+47.8% |
| Admin fee / account holder | $670 | $3,863-82.6% | $4,507-85.1% | $4,888-86.3% |