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 | $57,960 | $69,977-17.2% | $108,579-46.6% | $62,891-7.8% |
| Participation rate | 90.3% | 72.9%+17.4pp | 79.6%+10.8pp | 69.3%+21.0pp |
| Annual return | 7.57% | 10.73%-3.2pp | -51.70%+59.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,856 | $2,135+33.8% | $3,758-24.0% | $2,281+25.2% |
| Participant deferral / active EE | $4,602 | $3,165+45.4% | $4,311+6.8% | $3,203+43.7% |
| Admin fee / account holder | $1,638 | $5,076-67.7% | $7,645-78.6% | $4,296-61.9% |