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 | $70,355 | $71,883-2.1% | $86,677-18.8% | $68,494+2.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 22.52% | 3.52%+19.0pp | 35.91%-13.4pp | -7.84%+30.4pp |
| Employer contribution / active EE | $9,161 | $2,173+321.6% | $2,836+223.0% | $2,596+252.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,879 | $6,112-20.2% | $7,493-34.9% | $5,403-9.7% |