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 | $53,569 | $52,836+1.4% | $105,738-49.3% | $64,186-16.5% |
| Participation rate | 92.3% | 66.5%+25.8pp | 76.3%+16.0pp | 69.6%+22.7pp |
| Annual return | -7.56% | 14.30%-21.9pp | 6.27%-13.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,705 | $1,827-6.7% | $3,268-47.8% | $2,381-28.4% |
| Participant deferral / active EE | $3,883 | $2,545+52.6% | $4,080-4.8% | $3,470+11.9% |
| Admin fee / account holder | $1,226 | $3,959-69.0% | $6,913-82.3% | $4,888-74.9% |