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 | $32,680 | $52,681-38.0% | $75,781-56.9% | $59,632-45.2% |
| Participation rate | 96.8% | 67.2%+29.5pp | 75.8%+21.0pp | 68.7%+28.1pp |
| Annual return | -0.83% | 2.95%-3.8pp | 9.68%-10.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $2,499 | $2,193+13.9% | $3,323-24.8% | $2,203+13.4% |
| Participant deferral / active EE | $3,444 | $2,591+33.0% | $3,651-5.7% | $3,192+7.9% |
| Admin fee / account holder | $3,549 | $3,610-1.7% | $5,299-33.0% | $4,297-17.4% |