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 | $118,525 | $72,404+63.7% | $110,238+7.5% | $64,186+84.7% |
| Participation rate | 73.3% | 73.3%0pp | 79.8%-6.5pp | 69.6%+3.8pp |
| Annual return | 8.67% | -6.29%+15.0pp | 314.74%-306.1pp | 7.63%+1.0pp |
| Employer contribution / active EE | $1,546 | $2,282-32.2% | $3,826-59.6% | $2,381-35.1% |
| Participant deferral / active EE | $3,962 | $3,469+14.2% | $4,672-15.2% | $3,470+14.2% |
| Admin fee / account holder | $15,407 | $5,664+172.0% | $8,547+80.3% | $4,888+215.2% |