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 | $50,940 | $113,935-55.3% | $94,224-45.9% | $125,391-59.4% |
| Participation rate | 81.8% | 82.9%-1.1pp | 78.8%+3.0pp | 83.2%-1.4pp |
| Annual return | -0.05% | 5.29%-5.3pp | 10.68%-10.7pp | 282.22%-282.3pp |
| Employer contribution / active EE | $1,061 | $4,727-77.6% | $3,587-70.4% | $4,866-78.2% |
| Participant deferral / active EE | $3,920 | $5,179-24.3% | $4,320-9.3% | $5,352-26.7% |
| Admin fee / account holder | $2,319 | $8,391-72.4% | $6,269-63.0% | $9,540-75.7% |