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 | $51,374 | $50,958+0.8% | $74,550-31.1% | $64,186-20.0% |
| Participation rate | 86.0% | 61.1%+25.0pp | 69.1%+16.9pp | 69.6%+16.5pp |
| Annual return | 7.24% | -1.86%+9.1pp | 32.53%-25.3pp | 7.63%-0.4pp |
| Employer contribution / active EE | $1,800 | $1,115+61.4% | $1,961-8.2% | $2,381-24.4% |
| Participant deferral / active EE | $3,758 | $2,301+63.3% | $3,108+20.9% | $3,470+8.3% |
| Admin fee / account holder | $307 | $4,223-92.7% | $5,060-93.9% | $4,888-93.7% |