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 | $50,145 | $69,977-28.3% | $108,579-53.8% | $62,891-20.3% |
| Participation rate | 73.1% | 72.9%+0.2pp | 79.6%-6.5pp | 69.3%+3.8pp |
| Annual return | 5.83% | 10.73%-4.9pp | -51.70%+57.5pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,080 | $2,135-49.4% | $3,758-71.3% | $2,281-52.6% |
| Participant deferral / active EE | $3,753 | $3,165+18.6% | $4,311-12.9% | $3,203+17.2% |
| Admin fee / account holder | $1,859 | $5,076-63.4% | $7,645-75.7% | $4,296-56.7% |