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 | $42,289 | $61,660-31.4% | $80,019-47.2% | $64,186-34.1% |
| Participation rate | 85.5% | 71.7%+13.8pp | 75.8%+9.7pp | 69.6%+15.9pp |
| Annual return | -5.19% | -0.33%-4.9pp | 11.22%-16.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,126 | $2,968+72.7% | $3,686+39.1% | $3,470+47.8% |
| Admin fee / account holder | $1,141 | $5,417-78.9% | $6,521-82.5% | $4,888-76.7% |