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 | $68,280 | $71,050-3.9% | $93,606-27.1% | $80,856-15.6% |
| Participation rate | 73.4% | 60.4%+13.0pp | 68.7%+4.7pp | 67.6%+5.8pp |
| Annual return | 14.08% | 11.26%+2.8pp | 133.20%-119.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,222 | $1,564-21.9% | $2,420-49.5% | $2,755-55.6% |
| Participant deferral / active EE | $4,965 | $4,034+23.1% | $4,411+12.5% | $4,296+15.6% |
| Admin fee / account holder | $14,991 | $6,945+115.9% | $8,285+80.9% | $6,918+116.7% |