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 | $64,959 | $67,411-3.6% | $91,001-28.6% | $70,131-7.4% |
| Participation rate | 80.0% | 71.4%+8.6pp | 75.6%+4.4pp | 69.5%+10.5pp |
| Annual return | 14.37% | -40.16%+54.5pp | 4.60%+9.8pp | 73.14%-58.8pp |
| Employer contribution / active EE | $769 | $1,786-56.9% | $2,456-68.7% | $2,342-67.2% |
| Participant deferral / active EE | $2,404 | $2,823-14.8% | $3,547-32.2% | $3,332-27.8% |
| Admin fee / account holder | $11,624 | $4,236+174.4% | $5,417+114.6% | $4,645+150.2% |