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 | $59,519 | $104,664-43.1% | $85,682-30.5% | $167,490-64.5% |
| Participation rate | 70.0% | 76.4%-6.4pp | 69.9%+0.1pp | 82.1%-12.1pp |
| Annual return | 13.35% | 21.45%-8.1pp | 21.49%-8.1pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,159 | $3,337-35.3% | $2,618-17.5% | $4,837-55.4% |
| Participant deferral / active EE | $4,830 | $4,824+0.1% | $3,923+23.1% | $6,341-23.8% |
| Admin fee / account holder | $3,633 | $10,032-63.8% | $6,873-47.1% | $12,309-70.5% |