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 | $50,833 | $72,177-29.6% | $115,037-55.8% | $59,632-14.8% |
| Participation rate | 82.1% | 72.6%+9.5pp | 81.4%+0.7pp | 68.7%+13.4pp |
| Annual return | -1.47% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,986 | $2,841-30.1% | $4,608-56.9% | $2,203-9.8% |
| Participant deferral / active EE | $4,259 | $4,783-11.0% | $6,026-29.3% | $3,192+33.4% |
| Admin fee / account holder | $366 | $4,927-92.6% | $8,175-95.5% | $4,297-91.5% |