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 | $86,764 | $69,977+24.0% | $108,579-20.1% | $62,891+38.0% |
| Participation rate | 79.3% | 72.9%+6.4pp | 79.6%-0.3pp | 69.3%+10.0pp |
| Annual return | 5.25% | 10.73%-5.5pp | -51.70%+56.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,220 | $2,135-42.8% | $3,758-67.5% | $2,281-46.5% |
| Participant deferral / active EE | $5,689 | $3,165+79.8% | $4,311+32.0% | $3,203+77.6% |
| Admin fee / account holder | $34,729 | $5,076+584.1% | $7,645+354.3% | $4,296+708.5% |