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 | $84,562 | $107,791-21.6% | $90,645-6.7% | $135,375-37.5% |
| Participation rate | 78.9% | 78.0%+0.9pp | 74.0%+4.9pp | 82.6%-3.7pp |
| Annual return | 6.61% | -0.90%+7.5pp | 1.88%+4.7pp | 519.73%-513.1pp |
| Employer contribution / active EE | $720 | $3,018-76.1% | $2,532-71.5% | $4,779-84.9% |
| Participant deferral / active EE | $3,490 | $3,872-9.9% | $3,425+1.9% | $5,609-37.8% |
| Admin fee / account holder | $355 | $5,930-94.0% | $4,994-92.9% | $10,827-96.7% |