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 | $50,061 | $87,705-42.9% | $63,517-21.2% | $125,391-60.1% |
| Participation rate | 87.5% | 77.0%+10.5pp | 71.0%+16.5pp | 83.2%+4.3pp |
| Annual return | 0.31% | 21.70%-21.4pp | -70.30%+70.6pp | 282.22%-281.9pp |
| Employer contribution / active EE | $4,665 | $3,601+29.6% | $2,322+100.9% | $4,866-4.1% |
| Participant deferral / active EE | $10,336 | $3,939+162.4% | $2,953+250.0% | $5,352+93.1% |
| Admin fee / account holder | $5,410 | $11,948-54.7% | $5,892-8.2% | $9,540-43.3% |