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 | $72,544 | $95,193-23.8% | $76,523-5.2% | $135,375-46.4% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | 1.21% | 4.85%-3.6pp | -0.27%+1.5pp | 519.73%-518.5pp |
| Employer contribution / active EE | $3,186 | $3,302-3.5% | $2,647+20.4% | $4,779-33.3% |
| Participant deferral / active EE | $6,706 | $4,639+44.6% | $3,835+74.8% | $5,609+19.6% |
| Admin fee / account holder | $9,666 | $6,249+54.7% | $4,848+99.4% | $10,827-10.7% |