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 | $53,364 | $69,518-23.2% | $59,878-10.9% | $135,375-60.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 5.20% | 7.94%-2.7pp | 3.46%+1.7pp | 519.73%-514.5pp |
| Employer contribution / active EE | $2,319 | $3,235-28.3% | $2,722-14.8% | $4,779-51.5% |
| Participant deferral / active EE | $2,808 | $4,206-33.2% | $3,402-17.5% | $5,609-49.9% |
| Admin fee / account holder | $499 | $5,734-91.3% | $3,590-86.1% | $10,827-95.4% |