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 | $66,992 | $67,411-0.6% | $91,001-26.4% | $70,131-4.5% |
| Participation rate | 72.0% | 71.4%+0.6pp | 75.6%-3.6pp | 69.5%+2.5pp |
| Annual return | 19.28% | -40.16%+59.4pp | 4.60%+14.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $579 | $1,786-67.6% | $2,456-76.4% | $2,342-75.3% |
| Participant deferral / active EE | $2,079 | $2,823-26.4% | $3,547-41.4% | $3,332-37.6% |
| Admin fee / account holder | $1,363 | $4,236-67.8% | $5,417-74.8% | $4,645-70.7% |