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 | $77,763 | $72,404+7.4% | $110,238-29.5% | $64,186+21.2% |
| Participation rate | 93.5% | 73.3%+20.2pp | 79.8%+13.7pp | 69.6%+24.0pp |
| Annual return | 0.53% | -6.29%+6.8pp | 314.74%-314.2pp | 7.63%-7.1pp |
| Employer contribution / active EE | $2,748 | $2,282+20.4% | $3,826-28.2% | $2,381+15.4% |
| Participant deferral / active EE | $3,816 | $3,469+10.0% | $4,672-18.3% | $3,470+10.0% |
| Admin fee / account holder | $347 | $5,664-93.9% | $8,547-95.9% | $4,888-92.9% |