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 | $114,031 | $100,754+13.2% | $86,677+31.6% | $134,475-15.2% |
| Participation rate | 78.9% | 78.9%0pp | 76.6%+2.4pp | 81.2%-2.3pp |
| Annual return | -15.32% | 29.04%-44.4pp | 35.91%-51.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,839 | $3,489+10.0% | $2,836+35.3% | $4,740-19.0% |
| Participant deferral / active EE | $2,553 | $5,338-52.2% | $4,656-45.2% | $6,400-60.1% |
| Admin fee / account holder | $2,233 | $10,926-79.6% | $7,493-70.2% | $11,426-80.5% |