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 | $34,390 | $67,411-49.0% | $91,001-62.2% | $70,131-51.0% |
| Participation rate | 78.9% | 71.4%+7.6pp | 75.6%+3.3pp | 69.5%+9.4pp |
| Annual return | 14.03% | -40.16%+54.2pp | 4.60%+9.4pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,485 | $1,786-16.9% | $2,456-39.5% | $2,342-36.6% |
| Participant deferral / active EE | $3,798 | $2,823+34.6% | $3,547+7.1% | $3,332+14.0% |
| Admin fee / account holder | $312 | $4,236-92.6% | $5,417-94.2% | $4,645-93.3% |