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 | $49,897 | $77,813-35.9% | $123,544-59.6% | $64,186-22.3% |
| Participation rate | 83.1% | 74.7%+8.4pp | 82.3%+0.8pp | 69.6%+13.5pp |
| Annual return | -7.35% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,213 | $3,014-59.7% | $4,628-73.8% | $2,381-49.0% |
| Participant deferral / active EE | $3,880 | $5,240-26.0% | $6,426-39.6% | $3,470+11.8% |
| Admin fee / account holder | $1,063 | $5,519-80.7% | $9,284-88.6% | $4,888-78.3% |