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 | $49,981 | $48,076+4.0% | $78,689-36.5% | $62,891-20.5% |
| Participation rate | 77.9% | 65.2%+12.7pp | 73.6%+4.4pp | 69.3%+8.6pp |
| Annual return | 6.72% | 31.35%-24.6pp | 62.18%-55.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $933 | $2,015-53.7% | $2,851-67.3% | $2,281-59.1% |
| Participant deferral / active EE | $1,954 | $2,588-24.5% | $3,517-44.4% | $3,203-39.0% |
| Admin fee / account holder | $4,718 | $3,207+47.1% | $4,510+4.6% | $4,296+9.8% |