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 | $62,375 | $211,958-70.6% | $169,463-63.2% | $135,375-53.9% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -5.82% | 3.26%-9.1pp | 1.83%-7.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,571 | $5,120-69.3% | $4,159-62.2% | $4,779-67.1% |
| Participant deferral / active EE | $2,087 | $6,075-65.6% | $5,277-60.4% | $5,609-62.8% |
| Admin fee / account holder | $2,624 | $11,471-77.1% | $9,109-71.2% | $10,827-75.8% |