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 | $54,071 | $140,588-61.5% | $123,104-56.1% | $125,391-56.9% |
| Participation rate | 93.8% | 88.2%+5.6pp | 86.8%+7.0pp | 83.2%+10.6pp |
| Annual return | 0.77% | 16.80%-16.0pp | 13.22%-12.4pp | 282.22%-281.5pp |
| Employer contribution / active EE | $4,188 | $6,041-30.7% | $5,151-18.7% | $4,866-13.9% |
| Participant deferral / active EE | $6,202 | $6,980-11.1% | $6,230-0.4% | $5,352+15.9% |
| Admin fee / account holder | $1,627 | $11,198-85.5% | $9,015-81.9% | $9,540-82.9% |