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 | $106,327 | $65,703+61.8% | $94,224+12.8% | $59,632+78.3% |
| Participation rate | 75.0% | 72.1%+2.9pp | 78.8%-3.8pp | 68.7%+6.3pp |
| Annual return | -1.59% | 5.22%-6.8pp | 10.68%-12.3pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,815 | $2,021-10.2% | $3,587-49.4% | $2,203-17.6% |
| Participant deferral / active EE | $6,770 | $3,143+115.4% | $4,320+56.7% | $3,192+112.1% |
| Admin fee / account holder | $6,196 | $4,264+45.3% | $6,269-1.2% | $4,297+44.2% |