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 | $84,150 | $61,660+36.5% | $80,019+5.2% | $64,186+31.1% |
| Participation rate | 73.8% | 71.7%+2.1pp | 75.8%-2.0pp | 69.6%+4.2pp |
| Annual return | -5.91% | -0.33%-5.6pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $429 | $1,810-76.3% | $2,468-82.6% | $2,381-82.0% |
| Participant deferral / active EE | $2,603 | $2,968-12.3% | $3,686-29.4% | $3,470-25.0% |
| Admin fee / account holder | $809 | $5,417-85.1% | $6,521-87.6% | $4,888-83.5% |