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 | $44,472 | $62,586-28.9% | $76,768-42.1% | $64,186-30.7% |
| Participation rate | 78.3% | 72.8%+5.5pp | 77.0%+1.4pp | 69.6%+8.8pp |
| Annual return | -0.95% | -1.95%+1.0pp | 2.43%-3.4pp | 7.63%-8.6pp |
| Employer contribution / active EE | $1,455 | $1,832-20.6% | $2,485-41.5% | $2,381-38.9% |
| Participant deferral / active EE | $3,313 | $3,145+5.4% | $3,852-14.0% | $3,470-4.5% |
| Admin fee / account holder | $5,843 | $4,667+25.2% | $6,675-12.5% | $4,888+19.5% |