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 | $78,197 | $93,071-16.0% | $74,583+4.8% | $273,961-71.5% |
| Participation rate | 77.8% | 74.9%+2.8pp | 68.1%+9.7pp | 83.0%-5.2pp |
| Annual return | 3.81% | 26.18%-22.4pp | 20.47%-16.7pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,220 | $3,160-61.4% | $2,525-51.7% | $4,869-75.0% |
| Participant deferral / active EE | $3,561 | $4,160-14.4% | $3,458+3.0% | $5,287-32.7% |
| Admin fee / account holder | $30,006 | $5,272+469.1% | $4,138+625.2% | $10,132+196.2% |