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 | $43,314 | $65,703-34.1% | $94,224-54.0% | $59,632-27.4% |
| Participation rate | 90.0% | 72.1%+17.9pp | 78.8%+11.2pp | 68.7%+21.3pp |
| Annual return | 0.01% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,565 | $2,021-22.5% | $3,587-56.4% | $2,203-28.9% |
| Participant deferral / active EE | $4,096 | $3,143+30.3% | $4,320-5.2% | $3,192+28.3% |
| Admin fee / account holder | $661 | $4,264-84.5% | $6,269-89.5% | $4,297-84.6% |