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 8-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 | $60,666 | $65,703-7.7% | $94,224-35.6% | $59,632+1.7% |
| Participation rate | 86.0% | 72.1%+13.9pp | 78.8%+7.2pp | 68.7%+17.3pp |
| Annual return | 0.08% | 5.22%-5.1pp | 10.68%-10.6pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $3,573 | $2,021+76.9% | $3,587-0.4% | $2,203+62.2% |
| Participant deferral / active EE | $8,522 | $3,143+171.2% | $4,320+97.3% | $3,192+167.0% |
| Admin fee / account holder | $10,716 | $4,264+151.3% | $6,269+70.9% | $4,297+149.4% |