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 | $71,153 | $72,177-1.4% | $115,037-38.1% | $59,632+19.3% |
| Participation rate | 74.1% | 72.6%+1.5pp | 81.4%-7.3pp | 68.7%+5.4pp |
| Annual return | -1.54% | 12.02%-13.6pp | 26.14%-27.7pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $2,707 | $2,841-4.7% | $4,608-41.3% | $2,203+22.9% |
| Participant deferral / active EE | $6,775 | $4,783+41.6% | $6,026+12.4% | $3,192+112.3% |
| Admin fee / account holder | $5,447 | $4,927+10.6% | $8,175-33.4% | $4,297+26.8% |