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 | $45,520 | $107,791-57.8% | $90,645-49.8% | $135,375-66.4% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.0%+11.7pp | 82.6%+3.1pp |
| Annual return | 11.42% | -0.90%+12.3pp | 1.88%+9.5pp | 519.73%-508.3pp |
| Employer contribution / active EE | $1,386 | $3,018-54.1% | $2,532-45.3% | $4,779-71.0% |
| Participant deferral / active EE | $4,793 | $3,872+23.8% | $3,425+39.9% | $5,609-14.6% |
| Admin fee / account holder | $2,000 | $5,930-66.3% | $4,994-59.9% | $10,827-81.5% |