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 | $51,005 | $65,703-22.4% | $94,224-45.9% | $59,632-14.5% |
| Participation rate | 77.1% | 72.1%+5.0pp | 78.8%-1.6pp | 68.7%+8.5pp |
| Annual return | 0.96% | 5.22%-4.3pp | 10.68%-9.7pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $545 | $2,021-73.0% | $3,587-84.8% | $2,203-75.3% |
| Participant deferral / active EE | $2,526 | $3,143-19.6% | $4,320-41.5% | $3,192-20.8% |
| Admin fee / account holder | $3,856 | $4,264-9.6% | $6,269-38.5% | $4,297-10.3% |