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 | $48,474 | $61,660-21.4% | $80,019-39.4% | $64,186-24.5% |
| Participation rate | 73.1% | 71.7%+1.4pp | 75.8%-2.8pp | 69.6%+3.5pp |
| Annual return | -7.09% | -0.33%-6.8pp | 11.22%-18.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,178 | $1,810-34.9% | $2,468-52.3% | $2,381-50.5% |
| Participant deferral / active EE | $1,990 | $2,968-33.0% | $3,686-46.0% | $3,470-42.7% |
| Admin fee / account holder | $1,565 | $5,417-71.1% | $6,521-76.0% | $4,888-68.0% |