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 | $58,917 | $61,660-4.4% | $80,019-26.4% | $64,186-8.2% |
| Participation rate | 83.9% | 71.7%+12.2pp | 75.8%+8.1pp | 69.6%+14.4pp |
| Annual return | 1.79% | -0.33%+2.1pp | 11.22%-9.4pp | 7.63%-5.8pp |
| Employer contribution / active EE | $5,381 | $1,810+197.2% | $2,468+118.0% | $2,381+126.0% |
| Participant deferral / active EE | $4,296 | $2,968+44.8% | $3,686+16.6% | $3,470+23.8% |
| Admin fee / account holder | $1,750 | $5,417-67.7% | $6,521-73.2% | $4,888-64.2% |