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 | $51,995 | $50,958+2.0% | $74,550-30.3% | $64,186-19.0% |
| Participation rate | 77.9% | 61.1%+16.9pp | 69.1%+8.8pp | 69.6%+8.4pp |
| Annual return | -5.95% | -1.86%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,030 | $1,115-7.6% | $1,961-47.5% | $2,381-56.7% |
| Participant deferral / active EE | $2,421 | $2,301+5.2% | $3,108-22.1% | $3,470-30.2% |
| Admin fee / account holder | $4,864 | $4,223+15.2% | $5,060-3.9% | $4,888-0.5% |