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 | $67,724 | $94,529-28.4% | $140,016-51.6% | $64,186+5.5% |
| Participation rate | 84.2% | 84.1%+0.1pp | 87.5%-3.3pp | 69.6%+14.6pp |
| Annual return | -6.40% | 7.77%-14.2pp | 651.12%-657.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,652 | $3,812-4.2% | $5,606-34.9% | $2,381+53.4% |
| Participant deferral / active EE | $6,453 | $5,250+22.9% | $6,927-6.8% | $3,470+86.0% |
| Admin fee / account holder | $525 | $6,741-92.2% | $10,705-95.1% | $4,888-89.3% |