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 | $56,441 | $71,050-20.6% | $93,606-39.7% | $80,856-30.2% |
| Participation rate | 71.4% | 60.4%+11.0pp | 68.7%+2.7pp | 67.6%+3.8pp |
| Annual return | 10.91% | 11.26%-0.3pp | 133.20%-122.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $945 | $1,564-39.6% | $2,420-61.0% | $2,755-65.7% |
| Participant deferral / active EE | $2,277 | $4,034-43.5% | $4,411-48.4% | $4,296-47.0% |
| Admin fee / account holder | $662 | $6,945-90.5% | $8,285-92.0% | $6,918-90.4% |