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 | $100,936 | $72,177+39.8% | $115,037-12.3% | $59,632+69.3% |
| Participation rate | 86.5% | 72.6%+13.9pp | 81.4%+5.1pp | 68.7%+17.8pp |
| Annual return | 0.45% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $951 | $2,841-66.5% | $4,608-79.4% | $2,203-56.8% |
| Participant deferral / active EE | $4,290 | $4,783-10.3% | $6,026-28.8% | $3,192+34.4% |
| Admin fee / account holder | $6,782 | $4,927+37.6% | $8,175-17.0% | $4,297+57.8% |