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 | $83,928 | $32,037+162.0% | $69,182+21.3% | $62,891+33.5% |
| Participation rate | 81.5% | 43.4%+38.1pp | 55.1%+26.4pp | 69.3%+12.2pp |
| Annual return | 4.67% | 15.16%-10.5pp | -21.93%+26.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,598 | $679+135.3% | $1,206+32.5% | $2,281-29.9% |
| Participant deferral / active EE | $3,921 | $1,185+230.8% | $1,897+106.7% | $3,203+22.4% |
| Admin fee / account holder | $1,632 | $2,608-37.4% | $2,697-39.5% | $4,296-62.0% |