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 | $39,831 | $57,976-31.3% | $62,995-36.8% | $62,292-36.1% |
| Participation rate | 85.4% | 75.9%+9.5pp | 74.8%+10.6pp | 69.5%+15.9pp |
| Annual return | 14.67% | 17.54%-2.9pp | 87.57%-72.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $1,862 | $2,415-22.9% | $2,759-32.5% | $2,042-8.8% |
| Participant deferral / active EE | $4,102 | $2,956+38.8% | $3,329+23.2% | $3,169+29.4% |
| Admin fee / account holder | $8,649 | $276+3036.6% | $3,600+140.3% | $479+1704.4% |