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 | $52,393 | $62,586-16.3% | $76,768-31.8% | $64,186-18.4% |
| Participation rate | 87.8% | 72.8%+14.9pp | 77.0%+10.8pp | 69.6%+18.2pp |
| Annual return | -4.89% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $599 | $1,832-67.3% | $2,485-75.9% | $2,381-74.8% |
| Participant deferral / active EE | $5,994 | $3,145+90.6% | $3,852+55.6% | $3,470+72.8% |
| Admin fee / account holder | $1,872 | $4,667-59.9% | $6,675-72.0% | $4,888-61.7% |