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 | $56,869 | $62,586-9.1% | $76,768-25.9% | $64,186-11.4% |
| Participation rate | 77.8% | 72.8%+5.0pp | 77.0%+0.8pp | 69.6%+8.2pp |
| Annual return | -6.79% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,387 | $1,832-24.3% | $2,485-44.2% | $2,381-41.8% |
| Participant deferral / active EE | $2,807 | $3,145-10.7% | $3,852-27.1% | $3,470-19.1% |
| Admin fee / account holder | $4,320 | $4,667-7.4% | $6,675-35.3% | $4,888-11.6% |