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 | $47,896 | $54,590-12.3% | $81,930-41.5% | $73,488-34.8% |
| Participation rate | 70.3% | 68.3%+2.0pp | 72.0%-1.7pp | 70.7%-0.4pp |
| Annual return | 16.81% | 17.74%-0.9pp | 29.49%-12.7pp | 28.51%-11.7pp |
| Employer contribution / active EE | $2,711 | $1,636+65.7% | $4,310-37.1% | $2,270+19.4% |
| Participant deferral / active EE | $5,397 | $2,759+95.6% | $7,107-24.1% | $3,740+44.3% |
| Admin fee / account holder | $5,975 | $592+909.2% | $5,158+15.8% | $513+1064.5% |