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 | $49,914 | $103,949-52.0% | $69,182-27.9% | $273,961-81.8% |
| Participation rate | 80.0% | 67.4%+12.6pp | 55.1%+24.9pp | 83.0%-3.0pp |
| Annual return | 1.53% | 35.28%-33.8pp | -21.93%+23.5pp | 41.45%-39.9pp |
| Employer contribution / active EE | $3,306 | $1,783+85.4% | $1,206+174.1% | $4,869-32.1% |
| Participant deferral / active EE | $7,859 | $2,716+189.3% | $1,897+314.3% | $5,287+48.6% |
| Admin fee / account holder | $1,392 | $3,671-62.1% | $2,697-48.4% | $10,132-86.3% |