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 | $69,985 | $61,660+13.5% | $80,019-12.5% | $64,186+9.0% |
| Participation rate | 77.2% | 71.7%+5.5pp | 75.8%+1.4pp | 69.6%+7.6pp |
| Annual return | -2.58% | -0.33%-2.2pp | 11.22%-13.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $627 | $1,810-65.3% | $2,468-74.6% | $2,381-73.7% |
| Participant deferral / active EE | $3,906 | $2,968+31.6% | $3,686+6.0% | $3,470+12.6% |
| Admin fee / account holder | $639 | $5,417-88.2% | $6,521-90.2% | $4,888-86.9% |