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 | $40,933 | $78,694-48.0% | $67,652-39.5% | $125,391-67.4% |
| Participation rate | 71.4% | 78.8%-7.4pp | 75.7%-4.2pp | 83.2%-11.8pp |
| Annual return | 4.86% | 9.46%-4.6pp | 6625.04%-6620.2pp | 282.22%-277.4pp |
| Employer contribution / active EE | $2,246 | $3,044-26.2% | $2,266-0.9% | $4,866-53.9% |
| Participant deferral / active EE | $4,130 | $4,292-3.8% | $3,560+16.0% | $5,352-22.8% |
| Admin fee / account holder | $5,903 | $7,403-20.3% | $4,821+22.4% | $9,540-38.1% |