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 | $45,669 | $72,177-36.7% | $115,037-60.3% | $59,632-23.4% |
| Participation rate | 76.3% | 72.6%+3.8pp | 81.4%-5.1pp | 68.7%+7.6pp |
| Annual return | 0.91% | 12.02%-11.1pp | 26.14%-25.2pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $1,739 | $2,841-38.8% | $4,608-62.3% | $2,203-21.1% |
| Participant deferral / active EE | $3,686 | $4,783-22.9% | $6,026-38.8% | $3,192+15.5% |
| Admin fee / account holder | $3,025 | $4,927-38.6% | $8,175-63.0% | $4,297-29.6% |