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 | $77,083 | $65,703+17.3% | $94,224-18.2% | $59,632+29.3% |
| Participation rate | 81.8% | 72.1%+9.7pp | 78.8%+3.0pp | 68.7%+13.1pp |
| Annual return | 0.11% | 5.22%-5.1pp | 10.68%-10.6pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $878 | $2,021-56.6% | $3,587-75.5% | $2,203-60.2% |
| Participant deferral / active EE | $2,072 | $3,143-34.1% | $4,320-52.0% | $3,192-35.1% |
| Admin fee / account holder | $1,801 | $4,264-57.8% | $6,269-71.3% | $4,297-58.1% |