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 | $57,664 | $53,596+7.6% | $90,645-36.4% | $64,186-10.2% |
| Participation rate | 78.9% | 64.5%+14.4pp | 74.0%+4.9pp | 69.6%+9.4pp |
| Annual return | -2.11% | 4.41%-6.5pp | 1.88%-4.0pp | 7.63%-9.7pp |
| Employer contribution / active EE | $483 | $1,503-67.8% | $2,532-80.9% | $2,381-79.7% |
| Participant deferral / active EE | $4,397 | $2,459+78.8% | $3,425+28.4% | $3,470+26.7% |
| Admin fee / account holder | $5,913 | $3,868+52.9% | $4,994+18.4% | $4,888+21.0% |