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 | $45,153 | $50,958-11.4% | $74,550-39.4% | $64,186-29.7% |
| Participation rate | 72.5% | 61.1%+11.4pp | 69.1%+3.4pp | 69.6%+2.9pp |
| Annual return | -6.61% | -1.86%-4.8pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,491 | $1,115+33.7% | $1,961-24.0% | $2,381-37.4% |
| Participant deferral / active EE | $2,629 | $2,301+14.3% | $3,108-15.4% | $3,470-24.2% |
| Admin fee / account holder | $5,056 | $4,223+19.7% | $5,060-0.1% | $4,888+3.4% |