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 | $50,017 | $50,958-1.8% | $74,550-32.9% | $64,186-22.1% |
| Participation rate | 80.9% | 61.1%+19.8pp | 69.1%+11.7pp | 69.6%+11.3pp |
| Annual return | 8.11% | -1.86%+10.0pp | 32.53%-24.4pp | 7.63%+0.5pp |
| Employer contribution / active EE | $703 | $1,115-37.0% | $1,961-64.2% | $2,381-70.5% |
| Participant deferral / active EE | $4,102 | $2,301+78.2% | $3,108+32.0% | $3,470+18.2% |
| Admin fee / account holder | $10,797 | $4,223+155.7% | $5,060+113.4% | $4,888+120.9% |