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 | $205,148 | $95,862+114.0% | $79,550+157.9% | $134,475+52.6% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -9.39% | -2.69%-6.7pp | 0.16%-9.6pp | 417.96%-427.4pp |
| Employer contribution / active EE | $827 | $3,128-73.6% | $2,413-65.7% | $4,740-82.5% |
| Participant deferral / active EE | $5,411 | $4,693+15.3% | $3,985+35.8% | $6,400-15.5% |
| Admin fee / account holder | $1,655 | $9,126-81.9% | $6,832-75.8% | $11,426-85.5% |