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 | $100,620 | $167,307-39.9% | $143,757-30.0% | $134,475-25.2% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | 2.40% | 0.46%+1.9pp | -0.04%+2.4pp | 417.96%-415.6pp |
| Employer contribution / active EE | $2,888 | $5,619-48.6% | $4,951-41.7% | $4,740-39.1% |
| Participant deferral / active EE | $7,097 | $6,446+10.1% | $5,637+25.9% | $6,400+10.9% |
| Admin fee / account holder | $555 | $18,088-96.9% | $14,673-96.2% | $11,426-95.1% |