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 | $51,596 | $71,883-28.2% | $86,677-40.5% | $68,494-24.7% |
| Participation rate | 80.8% | 72.2%+8.5pp | 76.6%+4.2pp | 67.9%+12.9pp |
| Annual return | -14.03% | 3.52%-17.6pp | 35.91%-49.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,110 | $2,173-48.9% | $2,836-60.9% | $2,596-57.2% |
| Participant deferral / active EE | $6,278 | $3,779+66.2% | $4,656+34.9% | $4,027+55.9% |
| Admin fee / account holder | $5,476 | $6,112-10.4% | $7,493-26.9% | $5,403+1.4% |