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 | $47,124 | $72,404-34.9% | $110,238-57.3% | $64,186-26.6% |
| Participation rate | 77.4% | 73.3%+4.1pp | 79.8%-2.4pp | 69.6%+7.9pp |
| Annual return | 0.58% | -6.29%+6.9pp | 314.74%-314.2pp | 7.63%-7.0pp |
| Employer contribution / active EE | $2,011 | $2,282-11.8% | $3,826-47.4% | $2,381-15.5% |
| Participant deferral / active EE | $4,427 | $3,469+27.6% | $4,672-5.2% | $3,470+27.6% |
| Admin fee / account holder | $993 | $5,664-82.5% | $8,547-88.4% | $4,888-79.7% |