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 | $55,901 | $71,883-22.2% | $86,677-35.5% | $68,494-18.4% |
| Participation rate | 90.2% | 72.2%+18.0pp | 76.6%+13.6pp | 67.9%+22.3pp |
| Annual return | -14.95% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $754 | $2,173-65.3% | $2,836-73.4% | $2,596-70.9% |
| Participant deferral / active EE | $2,558 | $3,779-32.3% | $4,656-45.1% | $4,027-36.5% |
| Admin fee / account holder | $3,700 | $6,112-39.5% | $7,493-50.6% | $5,403-31.5% |