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 6-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 | $48,500 | $71,050-31.7% | $93,606-48.2% | $80,856-40.0% |
| Participation rate | 78.6% | 60.4%+18.2pp | 68.7%+9.9pp | 67.6%+10.9pp |
| Annual return | 13.67% | 11.26%+2.4pp | 133.20%-119.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $4,089 | $1,564+161.5% | $2,420+69.0% | $2,755+48.4% |
| Participant deferral / active EE | $5,728 | $4,034+42.0% | $4,411+29.9% | $4,296+33.3% |
| Admin fee / account holder | $5,530 | $6,945-20.4% | $8,285-33.3% | $6,918-20.1% |