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 | $88,218 | $73,867+19.4% | $143,757-38.6% | $68,494+28.8% |
| Participation rate | 71.7% | 66.7%+5.1pp | 80.3%-8.6pp | 67.9%+3.9pp |
| Annual return | -6.11% | 1.01%-7.1pp | -0.04%-6.1pp | -7.84%+1.7pp |
| Employer contribution / active EE | $609 | $3,184-80.9% | $4,951-87.7% | $2,596-76.5% |
| Participant deferral / active EE | $1,650 | $3,384-51.3% | $5,637-70.7% | $4,027-59.0% |
| Admin fee / account holder | $375 | $5,755-93.5% | $14,673-97.4% | $5,403-93.1% |