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 | $105,623 | $309,303-65.9% | $346,577-69.5% | $309,303-65.9% |
| Participation rate | 100.0% | 96.2%+3.8pp | 66.7%+33.3pp | 96.2%+3.8pp |
| Annual return | 9.64% | 6.50%+3.1pp | 11.85%-2.2pp | 6.50%+3.1pp |
| Employer contribution / active EE | $5,519 | $25,613-78.5% | $8,871-37.8% | $25,613-78.5% |
| Participant deferral / active EE | $0 | $6,481-100.0% | $16,500-100.0% | $6,481-100.0% |
| Admin fee / account holder | $1,801 | $31,748-94.3% | $450+300.0% | $31,748-94.3% |