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 | $45,709 | $61,774-26.0% | $97,226-53.0% | $80,856-43.5% |
| Participation rate | 72.2% | 63.5%+8.7pp | 72.7%-0.5pp | 67.6%+4.6pp |
| Annual return | 13.62% | -557.90%+571.5pp | 75.13%-61.5pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,310 | $1,837+25.8% | $2,729-15.3% | $2,755-16.1% |
| Participant deferral / active EE | $5,368 | $3,029+77.2% | $4,264+25.9% | $4,296+25.0% |
| Admin fee / account holder | $3,116 | $5,166-39.7% | $5,654-44.9% | $6,918-55.0% |