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 | $45,540 | $71,883-36.6% | $86,677-47.5% | $68,494-33.5% |
| Participation rate | 70.8% | 72.2%-1.4pp | 76.6%-5.7pp | 67.9%+2.9pp |
| Annual return | -16.22% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,048 | $2,173-51.8% | $2,836-63.0% | $2,596-59.6% |
| Participant deferral / active EE | $2,572 | $3,779-31.9% | $4,656-44.8% | $4,027-36.1% |
| Admin fee / account holder | $6,978 | $6,112+14.2% | $7,493-6.9% | $5,403+29.2% |