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 | $32,625 | $72,404-54.9% | $110,238-70.4% | $64,186-49.2% |
| Participation rate | 80.6% | 73.3%+7.3pp | 79.8%+0.8pp | 69.6%+11.1pp |
| Annual return | 8.85% | -6.29%+15.1pp | 314.74%-305.9pp | 7.63%+1.2pp |
| Employer contribution / active EE | $2,700 | $2,282+18.4% | $3,826-29.4% | $2,381+13.4% |
| Participant deferral / active EE | $4,399 | $3,469+26.8% | $4,672-5.8% | $3,470+26.8% |
| Admin fee / account holder | $1,227 | $5,664-78.3% | $8,547-85.6% | $4,888-74.9% |