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 | $67,660 | $78,694-14.0% | $67,6520% | $125,391-46.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 1.47% | 9.46%-8.0pp | 6625.04%-6623.6pp | 282.22%-280.8pp |
| Employer contribution / active EE | $2,700 | $3,044-11.3% | $2,266+19.2% | $4,866-44.5% |
| Participant deferral / active EE | $5,317 | $4,292+23.9% | $3,560+49.4% | $5,352-0.6% |
| Admin fee / account holder | $7,952 | $7,403+7.4% | $4,821+65.0% | $9,540-16.6% |