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 | $79,011 | $167,484-52.8% | $151,611-47.9% | $134,475-41.2% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -0.30% | 7.80%-8.1pp | 3.33%-3.6pp | 417.96%-418.3pp |
| Employer contribution / active EE | $2,195 | $6,829-67.9% | $6,166-64.4% | $4,740-53.7% |
| Participant deferral / active EE | $7,511 | $8,986-16.4% | $8,363-10.2% | $6,400+17.4% |
| Admin fee / account holder | $2,152 | $13,783-84.4% | $11,616-81.5% | $11,426-81.2% |