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 | $48,154 | $61,774-22.0% | $97,226-50.5% | $80,856-40.4% |
| Participation rate | 71.7% | 63.5%+8.2pp | 72.7%-1.0pp | 67.6%+4.1pp |
| Annual return | 10.69% | -557.90%+568.6pp | 75.13%-64.4pp | 35.59%-24.9pp |
| Employer contribution / active EE | $866 | $1,837-52.8% | $2,729-68.3% | $2,755-68.6% |
| Participant deferral / active EE | $5,687 | $3,029+87.8% | $4,264+33.4% | $4,296+32.4% |
| Admin fee / account holder | $10,196 | $5,166+97.4% | $5,654+80.3% | $6,918+47.4% |