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 | $38,795 | $52,681-26.4% | $75,781-48.8% | $59,632-34.9% |
| Participation rate | 87.3% | 67.2%+20.1pp | 75.8%+11.5pp | 68.7%+18.7pp |
| Annual return | -0.03% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $3,654 | $2,193+66.6% | $3,323+9.9% | $2,203+65.9% |
| Participant deferral / active EE | $2,315 | $2,591-10.7% | $3,651-36.6% | $3,192-27.5% |
| Admin fee / account holder | $313 | $3,610-91.3% | $5,299-94.1% | $4,297-92.7% |