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 | $111,543 | $53,596+108.1% | $90,645+23.1% | $64,186+73.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -7.51% | 4.41%-11.9pp | 1.88%-9.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,993 | $1,503+165.7% | $2,532+57.7% | $2,381+67.7% |
| Participant deferral / active EE | $5,827 | $2,459+137.0% | $3,425+70.1% | $3,470+67.9% |
| Admin fee / account holder | $601 | $3,868-84.5% | $4,994-88.0% | $4,888-87.7% |