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 | $52,864 | $95,193-44.5% | $76,523-30.9% | $135,375-61.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | 3.95% | 4.85%-0.9pp | -0.27%+4.2pp | 519.73%-515.8pp |
| Employer contribution / active EE | $6,353 | $3,302+92.4% | $2,647+140.0% | $4,779+32.9% |
| Participant deferral / active EE | $6,437 | $4,639+38.8% | $3,835+67.8% | $5,609+14.8% |
| Admin fee / account holder | $4,112 | $6,249-34.2% | $4,848-15.2% | $10,827-62.0% |