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 | $49,355 | $72,177-31.6% | $115,037-57.1% | $59,632-17.2% |
| Participation rate | 73.9% | 72.6%+1.4pp | 81.4%-7.5pp | 68.7%+5.2pp |
| Annual return | -1.05% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $4,929 | $2,841+73.5% | $4,608+7.0% | $2,203+123.8% |
| Participant deferral / active EE | $2,741 | $4,783-42.7% | $6,026-54.5% | $3,192-14.1% |
| Admin fee / account holder | $571 | $4,927-88.4% | $8,175-93.0% | $4,297-86.7% |