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 | $55,872 | $80,968-31.0% | $96,544-42.1% | $75,163-25.7% |
| Participation rate | 72.4% | 71.8%+0.6pp | 76.0%-3.5pp | 67.2%+5.2pp |
| Annual return | 15.59% | 27.06%-11.5pp | 25.84%-10.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,612 | $2,282-29.3% | $2,965-45.6% | $2,670-39.6% |
| Participant deferral / active EE | $3,169 | $3,928-19.3% | $4,851-34.7% | $4,125-23.2% |
| Admin fee / account holder | $24,088 | $6,724+258.2% | $8,252+191.9% | $5,651+326.3% |