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 | $54,777 | $72,404-24.3% | $110,238-50.3% | $64,186-14.7% |
| Participation rate | 71.7% | 73.3%-1.6pp | 79.8%-8.1pp | 69.6%+2.2pp |
| Annual return | 8.65% | -6.29%+14.9pp | 314.74%-306.1pp | 7.63%+1.0pp |
| Employer contribution / active EE | $2,271 | $2,282-0.5% | $3,826-40.6% | $2,381-4.6% |
| Participant deferral / active EE | $3,852 | $3,469+11.0% | $4,672-17.5% | $3,470+11.0% |
| Admin fee / account holder | $766 | $5,664-86.5% | $8,547-91.0% | $4,888-84.3% |