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 | $47,270 | $62,586-24.5% | $76,768-38.4% | $64,186-26.4% |
| Participation rate | 77.4% | 72.8%+4.6pp | 77.0%+0.5pp | 69.6%+7.9pp |
| Annual return | -4.65% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $764 | $1,832-58.3% | $2,485-69.3% | $2,381-67.9% |
| Participant deferral / active EE | $3,027 | $3,145-3.7% | $3,852-21.4% | $3,470-12.7% |
| Admin fee / account holder | $1,504 | $4,667-67.8% | $6,675-77.5% | $4,888-69.2% |