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 | $34,913 | $72,404-51.8% | $110,238-68.3% | $64,186-45.6% |
| Participation rate | 84.8% | 73.3%+11.5pp | 79.8%+5.0pp | 69.6%+15.2pp |
| Annual return | 2.50% | -6.29%+8.8pp | 314.74%-312.2pp | 7.63%-5.1pp |
| Employer contribution / active EE | $581 | $2,282-74.5% | $3,826-84.8% | $2,381-75.6% |
| Participant deferral / active EE | $4,881 | $3,469+40.7% | $4,672+4.5% | $3,470+40.7% |
| Admin fee / account holder | $6,722 | $5,664+18.7% | $8,547-21.4% | $4,888+37.5% |