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 | $53,584 | $73,004-26.6% | $90,749-41.0% | $68,494-21.8% |
| Participation rate | 80.6% | 70.8%+9.8pp | 75.7%+5.0pp | 67.9%+12.8pp |
| Annual return | 17.45% | -13.81%+31.3pp | -12.16%+29.6pp | -7.84%+25.3pp |
| Employer contribution / active EE | $868 | $2,193-60.4% | $2,921-70.3% | $2,596-66.6% |
| Participant deferral / active EE | $1,645 | $3,627-54.6% | $4,564-64.0% | $4,027-59.2% |
| Admin fee / account holder | $9,245 | $5,896+56.8% | $8,445+9.5% | $5,403+71.1% |