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 | $45,183 | $73,867-38.8% | $143,757-68.6% | $68,494-34.0% |
| Participation rate | 79.3% | 66.7%+12.7pp | 80.3%-1.0pp | 67.9%+11.4pp |
| Annual return | 1.89% | 1.01%+0.9pp | -0.04%+1.9pp | -7.84%+9.7pp |
| Employer contribution / active EE | $1,946 | $3,184-38.9% | $4,951-60.7% | $2,596-25.0% |
| Participant deferral / active EE | $4,913 | $3,384+45.2% | $5,637-12.8% | $4,027+22.0% |
| Admin fee / account holder | $1,125 | $5,755-80.4% | $14,673-92.3% | $5,403-79.2% |