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 | $50,995 | $62,586-18.5% | $76,768-33.6% | $64,186-20.6% |
| Participation rate | 89.4% | 72.8%+16.5pp | 77.0%+12.4pp | 69.6%+19.8pp |
| Annual return | -7.26% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $5,173 | $1,832+182.4% | $2,485+108.2% | $2,381+117.3% |
| Participant deferral / active EE | $5,703 | $3,145+81.4% | $3,852+48.1% | $3,470+64.4% |
| Admin fee / account holder | $1,598 | $4,667-65.8% | $6,675-76.1% | $4,888-67.3% |