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 | $23,003 | $64,307-64.2% | $57,343-59.9% | $125,391-81.7% |
| Participation rate | 82.4% | 78.6%+3.7pp | 75.1%+7.3pp | 83.2%-0.8pp |
| Annual return | 0.23% | 25.12%-24.9pp | 24.39%-24.2pp | 282.22%-282.0pp |
| Employer contribution / active EE | $3,166 | $3,193-0.8% | $2,689+17.8% | $4,866-34.9% |
| Participant deferral / active EE | $2,691 | $3,848-30.1% | $3,162-14.9% | $5,352-49.7% |
| Admin fee / account holder | $4,691 | $5,242-10.5% | $3,356+39.8% | $9,540-50.8% |