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 | $133,218 | $72,177+84.6% | $115,037+15.8% | $59,632+123.4% |
| Participation rate | 70.3% | 72.6%-2.3pp | 81.4%-11.1pp | 68.7%+1.6pp |
| Annual return | -0.85% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $532 | $2,841-81.3% | $4,608-88.4% | $2,203-75.8% |
| Participant deferral / active EE | $3,335 | $4,783-30.3% | $6,026-44.7% | $3,192+4.5% |
| Admin fee / account holder | $900 | $4,927-81.7% | $8,175-89.0% | $4,297-79.1% |