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 | $60,200 | $72,177-16.6% | $115,037-47.7% | $59,632+1.0% |
| Participation rate | 97.0% | 72.6%+24.4pp | 81.4%+15.6pp | 68.7%+28.3pp |
| Annual return | 1.46% | 12.02%-10.6pp | 26.14%-24.7pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $1,088 | $2,841-61.7% | $4,608-76.4% | $2,203-50.6% |
| Participant deferral / active EE | $2,733 | $4,783-42.9% | $6,026-54.6% | $3,192-14.4% |
| Admin fee / account holder | $4,765 | $4,927-3.3% | $8,175-41.7% | $4,297+10.9% |