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 | $50,708 | $69,977-27.5% | $108,579-53.3% | $62,891-19.4% |
| Participation rate | 81.3% | 72.9%+8.4pp | 79.6%+1.7pp | 69.3%+11.9pp |
| Annual return | 4.91% | 10.73%-5.8pp | -51.70%+56.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $775 | $2,135-63.7% | $3,758-79.4% | $2,281-66.0% |
| Participant deferral / active EE | $3,222 | $3,165+1.8% | $4,311-25.3% | $3,203+0.6% |
| Admin fee / account holder | $8,141 | $5,076+60.4% | $7,645+6.5% | $4,296+89.5% |