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 | $26,912 | $72,177-62.7% | $115,037-76.6% | $59,632-54.9% |
| Participation rate | 80.4% | 72.6%+7.8pp | 81.4%-1.0pp | 68.7%+11.7pp |
| Annual return | -1.25% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,894 | $2,841-33.3% | $4,608-58.9% | $2,203-14.0% |
| Participant deferral / active EE | $2,694 | $4,783-43.7% | $6,026-55.3% | $3,192-15.6% |
| Admin fee / account holder | $4,252 | $4,927-13.7% | $8,175-48.0% | $4,297-1.0% |