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 | $69,283 | $105,860-34.6% | $90,749-23.7% | $134,475-48.5% |
| Participation rate | 73.7% | 78.2%-4.6pp | 75.7%-2.0pp | 81.2%-7.5pp |
| Annual return | 0.97% | -11.01%+12.0pp | -12.16%+13.1pp | 417.96%-417.0pp |
| Employer contribution / active EE | $1,183 | $3,462-65.8% | $2,921-59.5% | $4,740-75.0% |
| Participant deferral / active EE | $2,363 | $5,216-54.7% | $4,564-48.2% | $6,400-63.1% |
| Admin fee / account holder | $1,446 | $13,938-89.6% | $8,445-82.9% | $11,426-87.3% |