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 | $101,678 | $81,900+24.1% | $119,609-15.0% | $68,494+48.4% |
| Participation rate | 78.4% | 71.9%+6.5pp | 79.3%-0.9pp | 67.9%+10.5pp |
| Annual return | 45.44% | -23.82%+69.3pp | -14.97%+60.4pp | -7.84%+53.3pp |
| Employer contribution / active EE | $1,698 | $2,693-36.9% | $4,232-59.9% | $2,596-34.6% |
| Participant deferral / active EE | $2,848 | $4,148-31.3% | $5,602-49.2% | $4,027-29.3% |
| Admin fee / account holder | $12,214 | $6,582+85.6% | $10,323+18.3% | $5,403+126.1% |