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 | $56,891 | $59,107-3.7% | $86,436-34.2% | $68,494-16.9% |
| Participation rate | 97.3% | 75.2%+22.1pp | 80.3%+17.0pp | 67.9%+29.4pp |
| Annual return | 11.77% | -0.23%+12.0pp | 4394.89%-4383.1pp | -7.84%+19.6pp |
| Employer contribution / active EE | $5,037 | $2,519+100.0% | $3,769+33.7% | $2,596+94.0% |
| Participant deferral / active EE | $10,124 | $5,901+71.6% | $6,952+45.6% | $4,027+151.4% |
| Admin fee / account holder | $1,908 | $5,637-66.1% | $6,731-71.6% | $5,403-64.7% |