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 | $54,040 | $40,256+34.2% | $57,343-5.8% | $59,632-9.4% |
| Participation rate | 81.4% | 69.2%+12.2pp | 75.1%+6.3pp | 68.7%+12.8pp |
| Annual return | -0.85% | 27.49%-28.3pp | 24.39%-25.2pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $1,494 | $1,922-22.3% | $2,689-44.4% | $2,203-32.2% |
| Participant deferral / active EE | $3,127 | $2,399+30.3% | $3,162-1.1% | $3,192-2.0% |
| Admin fee / account holder | $1,526 | $2,818-45.9% | $3,356-54.5% | $4,297-64.5% |