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 | $49,612 | $70,002-29.1% | $115,037-56.9% | $52,331-5.2% |
| Participation rate | 87.2% | 72.1%+15.1pp | 81.4%+5.8pp | 68.1%+19.1pp |
| Annual return | -0.88% | 4.04%-4.9pp | 26.14%-27.0pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,632 | $2,715-39.9% | $4,608-64.6% | $1,882-13.3% |
| Participant deferral / active EE | $3,422 | $4,920-30.5% | $6,026-43.2% | $3,022+13.2% |
| Admin fee / account holder | $2,821 | $566+398.3% | $8,175-65.5% | $592+376.8% |