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 | $51,112 | $53,596-4.6% | $90,645-43.6% | $64,186-20.4% |
| Participation rate | 79.4% | 64.5%+14.9pp | 74.0%+5.4pp | 69.6%+9.8pp |
| Annual return | -4.95% | 4.41%-9.4pp | 1.88%-6.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $628 | $1,503-58.2% | $2,532-75.2% | $2,381-73.6% |
| Participant deferral / active EE | $3,378 | $2,459+37.4% | $3,425-1.3% | $3,470-2.6% |
| Admin fee / account holder | $3,169 | $3,868-18.1% | $4,994-36.5% | $4,888-35.2% |