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 | $77,009 | $65,703+17.2% | $94,224-18.3% | $59,632+29.1% |
| Participation rate | 84.0% | 72.1%+11.9pp | 78.8%+5.2pp | 68.7%+15.3pp |
| Annual return | -2.30% | 5.22%-7.5pp | 10.68%-13.0pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $1,449 | $2,021-28.3% | $3,587-59.6% | $2,203-34.2% |
| Participant deferral / active EE | $2,701 | $3,143-14.1% | $4,320-37.5% | $3,192-15.4% |
| Admin fee / account holder | $1,852 | $4,264-56.6% | $6,269-70.5% | $4,297-56.9% |