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 | $47,792 | $62,586-23.6% | $76,768-37.7% | $64,186-25.5% |
| Participation rate | 78.1% | 72.8%+5.3pp | 77.0%+1.2pp | 69.6%+8.6pp |
| Annual return | -1.10% | -1.95%+0.8pp | 2.43%-3.5pp | 7.63%-8.7pp |
| Employer contribution / active EE | $743 | $1,832-59.4% | $2,485-70.1% | $2,381-68.8% |
| Participant deferral / active EE | $2,277 | $3,145-27.6% | $3,852-40.9% | $3,470-34.4% |
| Admin fee / account holder | $4,759 | $4,667+2.0% | $6,675-28.7% | $4,888-2.6% |