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 | $65,021 | $61,660+5.5% | $80,019-18.7% | $64,186+1.3% |
| Participation rate | 86.4% | 71.7%+14.7pp | 75.8%+10.5pp | 69.6%+16.8pp |
| Annual return | -6.08% | -0.33%-5.8pp | 11.22%-17.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $735 | $1,810-59.4% | $2,468-70.2% | $2,381-69.1% |
| Participant deferral / active EE | $3,975 | $2,968+33.9% | $3,686+7.9% | $3,470+14.6% |
| Admin fee / account holder | $3,691 | $5,417-31.9% | $6,521-43.4% | $4,888-24.5% |