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 | $65,500 | $71,057-7.8% | $93,654-30.1% | $80,874-19.0% |
| Participation rate | 93.1% | 60.4%+32.7pp | 68.7%+24.4pp | 67.6%+25.5pp |
| Annual return | 10.27% | 11.26%-1.0pp | 133.34%-123.1pp | 35.62%-25.3pp |
| Employer contribution / active EE | $1,207 | $1,564-22.8% | $2,421-50.1% | $2,756-56.2% |
| Participant deferral / active EE | $3,944 | $4,034-2.2% | $4,413-10.6% | $4,297-8.2% |
| Admin fee / account holder | $2,396 | $6,944-65.5% | $8,282-71.1% | $6,935-65.5% |