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 | $52,594 | $52,681-0.2% | $75,781-30.6% | $59,632-11.8% |
| Participation rate | 87.9% | 67.2%+20.7pp | 75.8%+12.1pp | 68.7%+19.3pp |
| Annual return | -2.00% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $1,767 | $2,193-19.4% | $3,323-46.8% | $2,203-19.8% |
| Participant deferral / active EE | $5,078 | $2,591+96.0% | $3,651+39.1% | $3,192+59.1% |
| Admin fee / account holder | $1,925 | $3,610-46.7% | $5,299-63.7% | $4,297-55.2% |