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 | $33,708 | $82,664-59.2% | $125,339-73.1% | $68,494-50.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | 7.13% | -5.97%+13.1pp | 572.05%-564.9pp | -7.84%+15.0pp |
| Employer contribution / active EE | $3,523 | $3,381+4.2% | $4,814-26.8% | $2,596+35.7% |
| Participant deferral / active EE | $7,593 | $6,110+24.3% | $7,446+2.0% | $4,027+88.6% |
| Admin fee / account holder | $5,057 | $6,275-19.4% | $10,010-49.5% | $5,403-6.4% |