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 | $63,627 | $69,977-9.1% | $108,579-41.4% | $62,891+1.2% |
| Participation rate | 72.3% | 72.9%-0.6pp | 79.6%-7.2pp | 69.3%+3.0pp |
| Annual return | 6.07% | 10.73%-4.7pp | -51.70%+57.8pp | 20.14%-14.1pp |
| Employer contribution / active EE | $595 | $2,135-72.1% | $3,758-84.2% | $2,281-73.9% |
| Participant deferral / active EE | $1,725 | $3,165-45.5% | $4,311-60.0% | $3,203-46.1% |
| Admin fee / account holder | $619 | $5,076-87.8% | $7,645-91.9% | $4,296-85.6% |