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 | $50,013 | $46,553+7.4% | $64,056-21.9% | $75,163-33.5% |
| Participation rate | 81.4% | 65.9%+15.5pp | 72.3%+9.1pp | 67.2%+14.2pp |
| Annual return | 13.18% | 26.03%-12.9pp | 33.69%-20.5pp | 160.62%-147.4pp |
| Employer contribution / active EE | $585 | $1,974-70.4% | $2,747-78.7% | $2,670-78.1% |
| Participant deferral / active EE | $4,424 | $2,837+56.0% | $3,880+14.0% | $4,125+7.2% |
| Admin fee / account holder | $7,762 | $2,952+162.9% | $3,068+153.0% | $5,651+37.4% |