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 | $116,079 | $54,380+113.5% | $68,509+69.4% | $59,632+94.7% |
| Participation rate | 96.7% | 70.2%+26.5pp | 74.7%+21.9pp | 68.7%+28.0pp |
| Annual return | 0.06% | 2.83%-2.8pp | 8.27%-8.2pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,589 | $1,539+3.3% | $2,278-30.3% | $2,203-27.9% |
| Participant deferral / active EE | $3,258 | $2,643+23.3% | $3,382-3.7% | $3,192+2.1% |
| Admin fee / account holder | $8,344 | $3,885+114.7% | $5,275+58.2% | $4,297+94.2% |