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 | $39,756 | $105,860-62.4% | $90,749-56.2% | $134,475-70.4% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | 3.57% | -11.01%+14.6pp | -12.16%+15.7pp | 417.96%-414.4pp |
| Employer contribution / active EE | $1,359 | $3,462-60.7% | $2,921-53.5% | $4,740-71.3% |
| Participant deferral / active EE | $5,739 | $5,216+10.0% | $4,564+25.7% | $6,400-10.3% |
| Admin fee / account holder | $1,320 | $13,938-90.5% | $8,445-84.4% | $11,426-88.4% |