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 | $48,804 | $72,404-32.6% | $110,238-55.7% | $64,186-24.0% |
| Participation rate | 88.6% | 73.3%+15.3pp | 79.8%+8.8pp | 69.6%+19.1pp |
| Annual return | -0.92% | -6.29%+5.4pp | 314.74%-315.7pp | 7.63%-8.5pp |
| Employer contribution / active EE | $3,252 | $2,282+42.5% | $3,826-15.0% | $2,381+36.6% |
| Participant deferral / active EE | $7,353 | $3,469+111.9% | $4,672+57.4% | $3,470+111.9% |
| Admin fee / account holder | $602 | $5,664-89.4% | $8,547-93.0% | $4,888-87.7% |