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 | $52,137 | $77,813-33.0% | $123,544-57.8% | $64,186-18.8% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.3%+11.3pp | 69.6%+24.0pp |
| Annual return | 0.54% | 12.48%-11.9pp | 119.20%-118.7pp | 7.63%-7.1pp |
| Employer contribution / active EE | $3,940 | $3,014+30.7% | $4,628-14.9% | $2,381+65.5% |
| Participant deferral / active EE | $5,095 | $5,240-2.8% | $6,426-20.7% | $3,470+46.9% |
| Admin fee / account holder | $1,961 | $5,519-64.5% | $9,284-78.9% | $4,888-59.9% |