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 | $58,734 | $71,057-17.3% | $93,654-37.3% | $80,874-27.4% |
| Participation rate | 74.2% | 60.4%+13.8pp | 68.7%+5.5pp | 67.6%+6.5pp |
| Annual return | 13.13% | 11.26%+1.9pp | 133.34%-120.2pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,373 | $1,564-12.2% | $2,421-43.3% | $2,756-50.2% |
| Participant deferral / active EE | $2,116 | $4,034-47.6% | $4,413-52.1% | $4,297-50.8% |
| Admin fee / account holder | $33,108 | $6,944+376.8% | $8,282+299.7% | $6,935+377.4% |