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 | $48,070 | $82,032-41.4% | $123,104-61.0% | $59,632-19.4% |
| Participation rate | 87.8% | 83.2%+4.6pp | 86.8%+1.0pp | 68.7%+19.1pp |
| Annual return | -1.84% | 5.12%-7.0pp | 13.22%-15.1pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,875 | $3,297-43.1% | $5,151-63.6% | $2,203-14.9% |
| Participant deferral / active EE | $2,580 | $4,667-44.7% | $6,230-58.6% | $3,192-19.2% |
| Admin fee / account holder | $1,829 | $5,881-68.9% | $9,015-79.7% | $4,297-57.4% |