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 | $61,646 | $62,586-1.5% | $76,768-19.7% | $64,186-4.0% |
| Participation rate | 70.8% | 72.8%-2.0pp | 77.0%-6.1pp | 69.6%+1.3pp |
| Annual return | 8.36% | -1.95%+10.3pp | 2.43%+5.9pp | 7.63%+0.7pp |
| Employer contribution / active EE | $521 | $1,832-71.6% | $2,485-79.0% | $2,381-78.1% |
| Participant deferral / active EE | $2,482 | $3,145-21.1% | $3,852-35.6% | $3,470-28.5% |
| Admin fee / account holder | $1,015 | $4,667-78.2% | $6,675-84.8% | $4,888-79.2% |