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 | $60,113 | $99,032-39.3% | $80,019-24.9% | $135,375-55.6% |
| Participation rate | 82.6% | 78.4%+4.3pp | 75.8%+6.8pp | 82.6%0pp |
| Annual return | 6.36% | 15.39%-9.0pp | 11.22%-4.9pp | 519.73%-513.4pp |
| Employer contribution / active EE | $1,316 | $3,043-56.8% | $2,468-46.7% | $4,779-72.5% |
| Participant deferral / active EE | $2,631 | $4,282-38.6% | $3,686-28.6% | $5,609-53.1% |
| Admin fee / account holder | $3,421 | $10,436-67.2% | $6,521-47.5% | $10,827-68.4% |