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 | $26,509 | $113,935-76.7% | $94,224-71.9% | $125,391-78.9% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | 0.79% | 5.29%-4.5pp | 10.68%-9.9pp | 282.22%-281.4pp |
| Employer contribution / active EE | $2,473 | $4,727-47.7% | $3,587-31.0% | $4,866-49.2% |
| Participant deferral / active EE | $3,490 | $5,179-32.6% | $4,320-19.2% | $5,352-34.8% |
| Admin fee / account holder | $3,447 | $8,391-58.9% | $6,269-45.0% | $9,540-63.9% |