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 | $27,653 | $61,660-55.2% | $80,019-65.4% | $64,186-56.9% |
| Participation rate | 97.2% | 71.7%+25.5pp | 75.8%+21.4pp | 69.6%+27.7pp |
| Annual return | -5.98% | -0.33%-5.7pp | 11.22%-17.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $393 | $1,810-78.3% | $2,468-84.1% | $2,381-83.5% |
| Participant deferral / active EE | $2,045 | $2,968-31.1% | $3,686-44.5% | $3,470-41.1% |
| Admin fee / account holder | $2,669 | $5,417-50.7% | $6,521-59.1% | $4,888-45.4% |