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 | $71,807 | $140,578-48.9% | $100,671-28.7% | $125,391-42.7% |
| Participation rate | 72.7% | 80.4%-7.7pp | 70.7%+2.0pp | 83.2%-10.5pp |
| Annual return | 0.30% | 24.67%-24.4pp | 20.43%-20.1pp | 282.22%-281.9pp |
| Employer contribution / active EE | $2,352 | $5,965-60.6% | $4,012-41.4% | $4,866-51.7% |
| Participant deferral / active EE | $3,256 | $3,981-18.2% | $3,144+3.6% | $5,352-39.2% |
| Admin fee / account holder | $7,258 | $6,716+8.1% | $4,850+49.7% | $9,540-23.9% |