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 | $42,206 | $52,681-19.9% | $75,781-44.3% | $59,632-29.2% |
| Participation rate | 92.6% | 67.2%+25.4pp | 75.8%+16.8pp | 68.7%+23.9pp |
| Annual return | 0.39% | 2.95%-2.6pp | 9.68%-9.3pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,989 | $2,193-9.3% | $3,323-40.1% | $2,203-9.7% |
| Participant deferral / active EE | $4,047 | $2,591+56.2% | $3,651+10.8% | $3,192+26.8% |
| Admin fee / account holder | $1,200 | $3,610-66.8% | $5,299-77.4% | $4,297-72.1% |