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 | $98,295 | $72,177+36.2% | $115,037-14.6% | $59,632+64.8% |
| Participation rate | 78.6% | 72.6%+6.0pp | 81.4%-2.8pp | 68.7%+9.9pp |
| Annual return | -2.24% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $3,627 | $2,841+27.7% | $4,608-21.3% | $2,203+64.7% |
| Participant deferral / active EE | $9,238 | $4,783+93.1% | $6,026+53.3% | $3,192+189.4% |
| Admin fee / account holder | $4,768 | $4,927-3.2% | $8,175-41.7% | $4,297+11.0% |