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 | $29,621 | $49,280-39.9% | $67,313-56.0% | $64,186-53.9% |
| Participation rate | 89.7% | 60.8%+29.0pp | 69.1%+20.7pp | 69.6%+20.2pp |
| Annual return | 14.14% | -1.39%+15.5pp | -4.08%+18.2pp | 7.63%+6.5pp |
| Employer contribution / active EE | $1,577 | $1,668-5.5% | $2,566-38.5% | $2,381-33.8% |
| Participant deferral / active EE | $6,057 | $2,484+143.8% | $3,568+69.8% | $3,470+74.6% |
| Admin fee / account holder | $6,987 | $3,863+80.9% | $4,507+55.0% | $4,888+42.9% |