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 | $45,975 | $67,411-31.8% | $91,001-49.5% | $70,131-34.4% |
| Participation rate | 79.6% | 71.4%+8.2pp | 75.6%+4.0pp | 69.5%+10.1pp |
| Annual return | 13.66% | -40.16%+53.8pp | 4.60%+9.1pp | 73.14%-59.5pp |
| Employer contribution / active EE | $2,660 | $1,786+48.9% | $2,456+8.3% | $2,342+13.6% |
| Participant deferral / active EE | $1,824 | $2,823-35.4% | $3,547-48.6% | $3,332-45.3% |
| Admin fee / account holder | $1,878 | $4,236-55.7% | $5,417-65.3% | $4,645-59.6% |