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 | $25,499 | $72,177-64.7% | $115,037-77.8% | $59,632-57.2% |
| Participation rate | 84.1% | 72.6%+11.6pp | 81.4%+2.8pp | 68.7%+15.5pp |
| Annual return | 0.74% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $1,524 | $2,841-46.4% | $4,608-66.9% | $2,203-30.8% |
| Participant deferral / active EE | $4,467 | $4,783-6.6% | $6,026-25.9% | $3,192+40.0% |
| Admin fee / account holder | $3,581 | $4,927-27.3% | $8,175-56.2% | $4,297-16.7% |