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 8-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 | $44,845 | $65,703-31.7% | $94,224-52.4% | $59,632-24.8% |
| Participation rate | 86.7% | 72.1%+14.6pp | 78.8%+8.0pp | 68.7%+18.1pp |
| Annual return | 0.73% | 5.22%-4.5pp | 10.68%-9.9pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $2,425 | $2,021+20.0% | $3,587-32.4% | $2,203+10.1% |
| Participant deferral / active EE | $2,954 | $3,143-6.0% | $4,320-31.6% | $3,192-7.5% |
| Admin fee / account holder | $803 | $4,264-81.2% | $6,269-87.2% | $4,297-81.3% |