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 | $62,518 | $72,177-13.4% | $115,037-45.7% | $59,632+4.8% |
| Participation rate | 86.7% | 72.6%+14.1pp | 81.4%+5.3pp | 68.7%+18.0pp |
| Annual return | 1.20% | 12.02%-10.8pp | 26.14%-24.9pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $2,838 | $2,841-0.1% | $4,608-38.4% | $2,203+28.8% |
| Participant deferral / active EE | $6,552 | $4,783+37.0% | $6,026+8.7% | $3,192+105.3% |
| Admin fee / account holder | $1,204 | $4,927-75.6% | $8,175-85.3% | $4,297-72.0% |