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 | $41,048 | $67,411-39.1% | $91,001-54.9% | $70,131-41.5% |
| Participation rate | 91.9% | 71.4%+20.5pp | 75.6%+16.3pp | 69.5%+22.4pp |
| Annual return | 13.28% | -40.16%+53.4pp | 4.60%+8.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $4,098 | $1,786+129.4% | $2,456+66.9% | $2,342+74.9% |
| Participant deferral / active EE | $3,068 | $2,823+8.7% | $3,547-13.5% | $3,332-7.9% |
| Admin fee / account holder | $3,176 | $4,236-25.0% | $5,417-41.4% | $4,645-31.6% |