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 | $38,614 | $295,684-86.9% | $154,803-75.1% | - |
| Participation rate | 79.8% | 53.1%+26.7pp | 78.1%+1.7pp | - |
| Annual return | 7.93% | 11.49%-3.6pp | 58.88%-50.9pp | - |
| Employer contribution / active EE | $1,944 | $1,145+69.9% | $4,305-54.8% | - |
| Participant deferral / active EE | $4,395 | $2,052+114.3% | $5,540-20.7% | - |
| Admin fee / account holder | $3,461 | $60,072-94.2% | $14,329-75.8% | - |