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 | $49,855 | $42,383+17.6% | $76,523-34.8% | $64,186-22.3% |
| Participation rate | 85.7% | 58.1%+27.6pp | 68.0%+17.7pp | 69.6%+16.1pp |
| Annual return | 12.86% | -16.54%+29.4pp | -0.27%+13.1pp | 7.63%+5.2pp |
| Employer contribution / active EE | $1,423 | $1,563-9.0% | $2,647-46.2% | $2,381-40.2% |
| Participant deferral / active EE | $4,269 | $2,566+66.3% | $3,835+11.3% | $3,470+23.0% |
| Admin fee / account holder | $912 | $3,198-71.5% | $4,848-81.2% | $4,888-81.3% |