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 | $50,472 | $71,883-29.8% | $86,677-41.8% | $68,494-26.3% |
| Participation rate | 72.7% | 72.2%+0.5pp | 76.6%-3.8pp | 67.9%+4.8pp |
| Annual return | -16.05% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $643 | $2,173-70.4% | $2,836-77.3% | $2,596-75.3% |
| Participant deferral / active EE | $2,349 | $3,779-37.8% | $4,656-49.6% | $4,027-41.7% |
| Admin fee / account holder | $3,275 | $6,112-46.4% | $7,493-56.3% | $5,403-39.4% |