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 | $52,333 | $50,958+2.7% | $74,550-29.8% | $64,186-18.5% |
| Participation rate | 72.2% | 61.1%+11.2pp | 69.1%+3.1pp | 69.6%+2.7pp |
| Annual return | -5.19% | -1.86%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $896 | $1,115-19.6% | $1,961-54.3% | $2,381-62.4% |
| Participant deferral / active EE | $2,638 | $2,301+14.6% | $3,108-15.1% | $3,470-24.0% |
| Admin fee / account holder | $836 | $4,223-80.2% | $5,060-83.5% | $4,888-82.9% |