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 | $41,831 | $49,177-14.9% | $79,464-47.4% | $64,186-34.8% |
| Participation rate | 70.0% | 65.0%+5.0pp | 73.3%-3.3pp | 69.6%+0.4pp |
| Annual return | 4.75% | -1.16%+5.9pp | 718.14%-713.4pp | 7.63%-2.9pp |
| Employer contribution / active EE | $1,609 | $2,076-22.5% | $2,800-42.5% | $2,381-32.4% |
| Participant deferral / active EE | $2,536 | $2,821-10.1% | $3,704-31.5% | $3,470-26.9% |
| Admin fee / account holder | $4,704 | $3,839+22.5% | $5,113-8.0% | $4,888-3.8% |