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 | $81,458 | $67,411+20.8% | $91,001-10.5% | $70,131+16.2% |
| Participation rate | 84.8% | 71.4%+13.4pp | 75.6%+9.2pp | 69.5%+15.2pp |
| Annual return | 14.71% | -40.16%+54.9pp | 4.60%+10.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $753 | $1,786-57.9% | $2,456-69.4% | $2,342-67.9% |
| Participant deferral / active EE | $3,153 | $2,823+11.7% | $3,547-11.1% | $3,332-5.4% |
| Admin fee / account holder | $9,681 | $4,236+128.5% | $5,417+78.7% | $4,645+108.4% |