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 | $49,638 | $52,681-5.8% | $75,781-34.5% | $59,632-16.8% |
| Participation rate | 88.2% | 67.2%+21.0pp | 75.8%+12.4pp | 68.7%+19.6pp |
| Annual return | -2.88% | 2.95%-5.8pp | 9.68%-12.6pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $2,937 | $2,193+33.9% | $3,323-11.6% | $2,203+33.3% |
| Participant deferral / active EE | $7,112 | $2,591+174.5% | $3,651+94.8% | $3,192+122.8% |
| Admin fee / account holder | $453 | $3,610-87.5% | $5,299-91.5% | $4,297-89.5% |