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 | $31,779 | $82,032-61.3% | $123,104-74.2% | $59,632-46.7% |
| Participation rate | 96.8% | 83.2%+13.6pp | 86.8%+10.0pp | 68.7%+28.1pp |
| Annual return | 0.47% | 5.12%-4.7pp | 13.22%-12.8pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $2,062 | $3,297-37.5% | $5,151-60.0% | $2,203-6.4% |
| Participant deferral / active EE | $3,739 | $4,667-19.9% | $6,230-40.0% | $3,192+17.2% |
| Admin fee / account holder | $430 | $5,881-92.7% | $9,015-95.2% | $4,297-90.0% |