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 | $27,985 | $72,177-61.2% | $115,037-75.7% | $59,632-53.1% |
| Participation rate | 82.9% | 72.6%+10.3pp | 81.4%+1.5pp | 68.7%+14.2pp |
| Annual return | 0.93% | 12.02%-11.1pp | 26.14%-25.2pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $621 | $2,841-78.2% | $4,608-86.5% | $2,203-71.8% |
| Participant deferral / active EE | $4,543 | $4,783-5.0% | $6,026-24.6% | $3,192+42.3% |
| Admin fee / account holder | $6,208 | $4,927+26.0% | $8,175-24.1% | $4,297+44.5% |