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 | $83,910 | $87,540-4.1% | $75,781+10.7% | $125,391-33.1% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -1.28% | 13.48%-14.8pp | 9.68%-11.0pp | 282.22%-283.5pp |
| Employer contribution / active EE | $3,530 | $3,930-10.2% | $3,323+6.2% | $4,866-27.5% |
| Participant deferral / active EE | $7,742 | $4,229+83.1% | $3,651+112.0% | $5,352+44.7% |
| Admin fee / account holder | $1,500 | $6,502-76.9% | $5,299-71.7% | $9,540-84.3% |