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 | $45,705 | $104,664-56.3% | $85,682-46.7% | $167,490-72.7% |
| Participation rate | 77.3% | 76.4%+0.9pp | 69.9%+7.4pp | 82.1%-4.8pp |
| Annual return | 21.43% | 21.45%0pp | 21.49%-0.1pp | 478.56%-457.1pp |
| Employer contribution / active EE | $1,950 | $3,337-41.6% | $2,618-25.5% | $4,837-59.7% |
| Participant deferral / active EE | $4,845 | $4,824+0.4% | $3,923+23.5% | $6,341-23.6% |
| Admin fee / account holder | $605 | $10,032-94.0% | $6,873-91.2% | $12,309-95.1% |