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 | $51,437 | $65,703-21.7% | $94,224-45.4% | $59,632-13.7% |
| Participation rate | 79.7% | 72.1%+7.6pp | 78.8%+0.9pp | 68.7%+11.0pp |
| Annual return | 0.20% | 5.22%-5.0pp | 10.68%-10.5pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,634 | $2,021-19.1% | $3,587-54.5% | $2,203-25.8% |
| Participant deferral / active EE | $2,611 | $3,143-16.9% | $4,320-39.6% | $3,192-18.2% |
| Admin fee / account holder | $4,414 | $4,264+3.5% | $6,269-29.6% | $4,297+2.7% |