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 | $45,358 | $72,177-37.2% | $115,037-60.6% | $59,632-23.9% |
| Participation rate | 90.0% | 72.6%+17.4pp | 81.4%+8.6pp | 68.7%+21.3pp |
| Annual return | -1.95% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $1,052 | $2,841-63.0% | $4,608-77.2% | $2,203-52.2% |
| Participant deferral / active EE | $6,596 | $4,783+37.9% | $6,026+9.4% | $3,192+106.7% |
| Admin fee / account holder | $5,905 | $4,927+19.8% | $8,175-27.8% | $4,297+37.4% |