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 | $78,135 | $105,860-26.2% | $90,749-13.9% | $134,475-41.9% |
| Participation rate | 92.9% | 78.2%+14.6pp | 75.7%+17.2pp | 81.2%+11.6pp |
| Annual return | 6.18% | -11.01%+17.2pp | -12.16%+18.3pp | 417.96%-411.8pp |
| Employer contribution / active EE | $3,571 | $3,462+3.2% | $2,921+22.3% | $4,740-24.6% |
| Participant deferral / active EE | $4,758 | $5,216-8.8% | $4,564+4.2% | $6,400-25.7% |
| Admin fee / account holder | $606 | $13,938-95.7% | $8,445-92.8% | $11,426-94.7% |