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 | $48,505 | $82,032-40.9% | $123,104-60.6% | $59,632-18.7% |
| Participation rate | 84.8% | 83.2%+1.6pp | 86.8%-1.9pp | 68.7%+16.2pp |
| Annual return | -1.65% | 5.12%-6.8pp | 13.22%-14.9pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $2,082 | $3,297-36.8% | $5,151-59.6% | $2,203-5.5% |
| Participant deferral / active EE | $3,829 | $4,667-17.9% | $6,230-38.5% | $3,192+20.0% |
| Admin fee / account holder | $4,385 | $5,881-25.4% | $9,015-51.4% | $4,297+2.0% |