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 | $47,943 | $109,359-56.2% | $162,163-70.4% | $72,985-34.3% |
| Participation rate | 87.0% | 84.3%+2.8pp | 87.6%-0.5pp | 69.5%+17.6pp |
| Annual return | 24.74% | 25.46%-0.7pp | 115.59%-90.9pp | 81.00%-56.3pp |
| Employer contribution / active EE | $2,032 | $3,907-48.0% | $5,614-63.8% | $2,440-16.7% |
| Participant deferral / active EE | $6,994 | $5,481+27.6% | $7,298-4.2% | $3,607+93.9% |
| Admin fee / account holder | $3,960 | $7,972-50.3% | $10,843-63.5% | $5,124-22.7% |