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 | $24,647 | $72,177-65.9% | $115,037-78.6% | $59,632-58.7% |
| Participation rate | 78.6% | 72.6%+6.0pp | 81.4%-2.8pp | 68.7%+9.9pp |
| Annual return | -2.31% | 12.02%-14.3pp | 26.14%-28.5pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $1,820 | $2,841-36.0% | $4,608-60.5% | $2,203-17.4% |
| Participant deferral / active EE | $3,216 | $4,783-32.7% | $6,026-46.6% | $3,192+0.8% |
| Admin fee / account holder | $613 | $4,927-87.6% | $8,175-92.5% | $4,297-85.7% |