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 | $79,612 | $127,100-37.4% | $105,738-24.7% | $135,375-41.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 1.97% | 4.49%-2.5pp | 6.27%-4.3pp | 519.73%-517.8pp |
| Employer contribution / active EE | $865 | $4,107-78.9% | $3,268-73.5% | $4,779-81.9% |
| Participant deferral / active EE | $2,946 | $5,064-41.8% | $4,080-27.8% | $5,609-47.5% |
| Admin fee / account holder | $5,556 | $9,087-38.9% | $6,913-19.6% | $10,827-48.7% |