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 | $43,113 | $61,660-30.1% | $80,019-46.1% | $64,186-32.8% |
| Participation rate | 83.6% | 71.7%+11.9pp | 75.8%+7.8pp | 69.6%+14.0pp |
| Annual return | -6.58% | -0.33%-6.3pp | 11.22%-17.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $915 | $1,810-49.5% | $2,468-62.9% | $2,381-61.6% |
| Participant deferral / active EE | $3,735 | $2,968+25.8% | $3,686+1.3% | $3,470+7.6% |
| Admin fee / account holder | $2,736 | $5,417-49.5% | $6,521-58.0% | $4,888-44.0% |