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 | $58,805 | $69,977-16.0% | $108,579-45.8% | $62,891-6.5% |
| Participation rate | 82.7% | 72.9%+9.8pp | 79.6%+3.1pp | 69.3%+13.4pp |
| Annual return | 6.40% | 10.73%-4.3pp | -51.70%+58.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $618 | $2,135-71.1% | $3,758-83.6% | $2,281-72.9% |
| Participant deferral / active EE | $3,602 | $3,165+13.8% | $4,311-16.4% | $3,203+12.5% |
| Admin fee / account holder | $1,656 | $5,076-67.4% | $7,645-78.3% | $4,296-61.5% |