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 | $31,475 | $107,791-70.8% | $90,645-65.3% | $135,375-76.8% |
| Participation rate | 76.2% | 78.0%-1.8pp | 74.0%+2.2pp | 82.6%-6.5pp |
| Annual return | -6.90% | -0.90%-6.0pp | 1.88%-8.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,835 | $3,018-39.2% | $2,532-27.5% | $4,779-61.6% |
| Participant deferral / active EE | $3,222 | $3,872-16.8% | $3,425-5.9% | $5,609-42.5% |
| Admin fee / account holder | $2,753 | $5,930-53.6% | $4,994-44.9% | $10,827-74.6% |