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 | $55,281 | $78,694-29.8% | $67,652-18.3% | $125,391-55.9% |
| Participation rate | 85.0% | 78.8%+6.2pp | 75.7%+9.3pp | 83.2%+1.8pp |
| Annual return | 1.79% | 9.46%-7.7pp | 6625.04%-6623.3pp | 282.22%-280.4pp |
| Employer contribution / active EE | $1,779 | $3,044-41.6% | $2,266-21.5% | $4,866-63.4% |
| Participant deferral / active EE | $2,620 | $4,292-39.0% | $3,560-26.4% | $5,352-51.0% |
| Admin fee / account holder | $21,447 | $7,403+189.7% | $4,821+344.9% | $9,540+124.8% |