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 | $63,870 | $62,586+2.1% | $76,768-16.8% | $64,186-0.5% |
| Participation rate | 84.9% | 72.8%+12.1pp | 77.0%+7.9pp | 69.6%+15.3pp |
| Annual return | -5.39% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $753 | $1,832-58.9% | $2,485-69.7% | $2,381-68.4% |
| Participant deferral / active EE | $7,136 | $3,145+126.9% | $3,852+85.3% | $3,470+105.7% |
| Admin fee / account holder | $4,202 | $4,667-10.0% | $6,675-37.0% | $4,888-14.0% |