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 | $29,369 | $72,177-59.3% | $115,037-74.5% | $59,632-50.8% |
| Participation rate | 79.4% | 72.6%+6.9pp | 81.4%-2.0pp | 68.7%+10.7pp |
| Annual return | -0.93% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $2,701 | $2,841-4.9% | $4,608-41.4% | $2,203+22.6% |
| Participant deferral / active EE | $11,262 | $4,783+135.5% | $6,026+86.9% | $3,192+252.9% |
| Admin fee / account holder | $5,084 | $4,927+3.2% | $8,175-37.8% | $4,297+18.3% |