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 | $58,057 | $61,660-5.8% | $80,019-27.4% | $64,186-9.5% |
| Participation rate | 80.0% | 71.7%+8.3pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | -5.01% | -0.33%-4.7pp | 11.22%-16.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $962 | $1,810-46.9% | $2,468-61.0% | $2,381-59.6% |
| Participant deferral / active EE | $5,011 | $2,968+68.8% | $3,686+35.9% | $3,470+44.4% |
| Admin fee / account holder | $326 | $5,417-94.0% | $6,521-95.0% | $4,888-93.3% |