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 | $65,190 | $53,596+21.6% | $90,645-28.1% | $64,186+1.6% |
| Participation rate | 75.0% | 64.5%+10.5pp | 74.0%+1.0pp | 69.6%+5.4pp |
| Annual return | -5.33% | 4.41%-9.7pp | 1.88%-7.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,074 | $1,503-28.5% | $2,532-57.6% | $2,381-54.9% |
| Participant deferral / active EE | $2,396 | $2,459-2.5% | $3,425-30.0% | $3,470-30.9% |
| Admin fee / account holder | $755 | $3,868-80.5% | $4,994-84.9% | $4,888-84.6% |