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 6-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 | $80,175 | $95,862-16.4% | $79,550+0.8% | $134,475-40.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 23.08% | -2.69%+25.8pp | 0.16%+22.9pp | 417.96%-394.9pp |
| Employer contribution / active EE | $739 | $3,128-76.4% | $2,413-69.4% | $4,740-84.4% |
| Participant deferral / active EE | $1,349 | $4,693-71.3% | $3,985-66.2% | $6,400-78.9% |
| Admin fee / account holder | $557 | $9,126-93.9% | $6,832-91.8% | $11,426-95.1% |