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 | $44,260 | $127,100-65.2% | $105,738-58.1% | $135,375-67.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 76.3%+11.2pp | 82.6%+4.9pp |
| Annual return | -0.05% | 4.49%-4.5pp | 6.27%-6.3pp | 519.73%-519.8pp |
| Employer contribution / active EE | $1,604 | $4,107-60.9% | $3,268-50.9% | $4,779-66.4% |
| Participant deferral / active EE | $1,883 | $5,064-62.8% | $4,080-53.8% | $5,609-66.4% |
| Admin fee / account holder | $11,368 | $9,087+25.1% | $6,913+64.4% | $10,827+5.0% |