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 | $76,509 | $62,586+22.2% | $76,768-0.3% | $64,186+19.2% |
| Participation rate | 87.5% | 72.8%+14.7pp | 77.0%+10.5pp | 69.6%+17.9pp |
| Annual return | -0.07% | -1.95%+1.9pp | 2.43%-2.5pp | 7.63%-7.7pp |
| Employer contribution / active EE | $666 | $1,832-63.6% | $2,485-73.2% | $2,381-72.0% |
| Participant deferral / active EE | $2,974 | $3,145-5.4% | $3,852-22.8% | $3,470-14.3% |
| Admin fee / account holder | $2,074 | $4,667-55.6% | $6,675-68.9% | $4,888-57.6% |