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 | $60,348 | $60,3490% | $74,183-18.7% | $62,891-4.0% |
| Participation rate | 92.1% | 72.7%+19.4pp | 76.6%+15.5pp | 69.3%+22.8pp |
| Annual return | 15.50% | 21.37%-5.9pp | 17.74%-2.2pp | 20.14%-4.6pp |
| Employer contribution / active EE | $6,579 | $1,680+291.6% | $2,370+177.6% | $2,281+188.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,292 | $4,261+71.1% | $5,586+30.5% | $4,296+69.8% |