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 | $80,032 | $77,813+2.9% | $123,544-35.2% | $64,186+24.7% |
| Participation rate | 79.3% | 74.7%+4.6pp | 82.3%-3.0pp | 69.6%+9.7pp |
| Annual return | -7.45% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $608 | $3,014-79.8% | $4,628-86.9% | $2,381-74.5% |
| Participant deferral / active EE | $3,108 | $5,240-40.7% | $6,426-51.6% | $3,470-10.4% |
| Admin fee / account holder | $3,659 | $5,519-33.7% | $9,284-60.6% | $4,888-25.1% |