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 | $63,429 | $62,586+1.3% | $76,768-17.4% | $64,186-1.2% |
| Participation rate | 83.1% | 72.8%+10.3pp | 77.0%+6.1pp | 69.6%+13.5pp |
| Annual return | -7.02% | -1.95%-5.1pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,190 | $1,832-35.0% | $2,485-52.1% | $2,381-50.0% |
| Participant deferral / active EE | $4,051 | $3,145+28.8% | $3,852+5.2% | $3,470+16.8% |
| Admin fee / account holder | $1,241 | $4,667-73.4% | $6,675-81.4% | $4,888-74.6% |