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 | $52,830 | $72,177-26.8% | $115,037-54.1% | $59,632-11.4% |
| Participation rate | 96.4% | 72.6%+23.9pp | 81.4%+15.1pp | 68.7%+27.8pp |
| Annual return | -2.29% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $3,331 | $2,841+17.2% | $4,608-27.7% | $2,203+51.2% |
| Participant deferral / active EE | $5,994 | $4,783+25.3% | $6,026-0.5% | $3,192+87.8% |
| Admin fee / account holder | $317 | $4,927-93.6% | $8,175-96.1% | $4,297-92.6% |