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 | $67,361 | $154,117-56.3% | $129,995-48.2% | $139,434-51.7% |
| Participation rate | 72.2% | 82.0%-9.7pp | 78.5%-6.3pp | 80.3%-8.1pp |
| Annual return | 22.20% | 32.48%-10.3pp | -137.18%+159.4pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,200 | $5,289-77.3% | $4,320-72.2% | $4,751-74.7% |
| Participant deferral / active EE | $6,547 | $6,710-2.4% | $5,820+12.5% | $6,710-2.4% |
| Admin fee / account holder | $3,180 | $14,007-77.3% | $10,614-70.0% | $11,403-72.1% |