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 | $27,235 | $77,813-65.0% | $123,544-78.0% | $64,186-57.6% |
| Participation rate | 78.1% | 74.7%+3.4pp | 82.3%-4.2pp | 69.6%+8.6pp |
| Annual return | 1.42% | 12.48%-11.1pp | 119.20%-117.8pp | 7.63%-6.2pp |
| Employer contribution / active EE | $2,037 | $3,014-32.4% | $4,628-56.0% | $2,381-14.4% |
| Participant deferral / active EE | $4,015 | $5,240-23.4% | $6,426-37.5% | $3,470+15.7% |
| Admin fee / account holder | $7,508 | $5,519+36.0% | $9,284-19.1% | $4,888+53.6% |