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 | $50,109 | $77,813-35.6% | $123,544-59.4% | $64,186-21.9% |
| Participation rate | 89.8% | 74.7%+15.1pp | 82.3%+7.5pp | 69.6%+20.3pp |
| Annual return | -6.50% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,542 | $3,014-15.6% | $4,628-45.1% | $2,381+6.8% |
| Participant deferral / active EE | $3,194 | $5,240-39.0% | $6,426-50.3% | $3,470-7.9% |
| Admin fee / account holder | $1,289 | $5,519-76.6% | $9,284-86.1% | $4,888-73.6% |