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 | $51,776 | $65,703-21.2% | $94,224-45.1% | $59,632-13.2% |
| Participation rate | 76.9% | 72.1%+4.8pp | 78.8%-1.8pp | 68.7%+8.3pp |
| Annual return | 0.89% | 5.22%-4.3pp | 10.68%-9.8pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $1,324 | $2,021-34.5% | $3,587-63.1% | $2,203-39.9% |
| Participant deferral / active EE | $3,255 | $3,143+3.6% | $4,320-24.7% | $3,192+2.0% |
| Admin fee / account holder | $1,429 | $4,264-66.5% | $6,269-77.2% | $4,297-66.7% |