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 | $46,682 | $65,703-29.0% | $94,224-50.5% | $59,632-21.7% |
| Participation rate | 82.2% | 72.1%+10.1pp | 78.8%+3.5pp | 68.7%+13.6pp |
| Annual return | -1.35% | 5.22%-6.6pp | 10.68%-12.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $572 | $2,021-71.7% | $3,587-84.1% | $2,203-74.0% |
| Participant deferral / active EE | $3,064 | $3,143-2.5% | $4,320-29.1% | $3,192-4.0% |
| Admin fee / account holder | $1,551 | $4,264-63.6% | $6,269-75.3% | $4,297-63.9% |