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 | $21,762 | $72,177-69.8% | $115,037-81.1% | $59,632-63.5% |
| Participation rate | 96.9% | 72.6%+24.3pp | 81.4%+15.5pp | 68.7%+28.2pp |
| Annual return | -1.98% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $1,801 | $2,841-36.6% | $4,608-60.9% | $2,203-18.2% |
| Participant deferral / active EE | $4,934 | $4,783+3.2% | $6,026-18.1% | $3,192+54.6% |
| Admin fee / account holder | $2,933 | $4,927-40.5% | $8,175-64.1% | $4,297-31.8% |