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 | $45,062 | $46,553-3.2% | $64,056-29.7% | $75,163-40.0% |
| Participation rate | 78.8% | 65.9%+12.9pp | 72.3%+6.5pp | 67.2%+11.7pp |
| Annual return | 11.61% | 26.03%-14.4pp | 33.69%-22.1pp | 160.62%-149.0pp |
| Employer contribution / active EE | $1,211 | $1,974-38.7% | $2,747-55.9% | $2,670-54.6% |
| Participant deferral / active EE | $1,532 | $2,837-46.0% | $3,880-60.5% | $4,125-62.9% |
| Admin fee / account holder | $8,439 | $2,952+185.9% | $3,068+175.1% | $5,651+49.3% |