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 | $60,819 | $62,586-2.8% | $76,768-20.8% | $64,186-5.2% |
| Participation rate | 75.7% | 72.8%+2.9pp | 77.0%-1.3pp | 69.6%+6.1pp |
| Annual return | -4.96% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,639 | $1,832-10.5% | $2,485-34.0% | $2,381-31.1% |
| Participant deferral / active EE | $3,979 | $3,145+26.5% | $3,852+3.3% | $3,470+14.7% |
| Admin fee / account holder | $3,470 | $4,667-25.6% | $6,675-48.0% | $4,888-29.0% |