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 | $72,562 | $72,177+0.5% | $115,037-36.9% | $59,632+21.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 2.55% | 12.02%-9.5pp | 26.14%-23.6pp | 2041.28%-2038.7pp |
| Employer contribution / active EE | $6,177 | $2,841+117.4% | $4,608+34.0% | $2,203+180.4% |
| Participant deferral / active EE | $6,522 | $4,783+36.4% | $6,026+8.2% | $3,192+104.3% |
| Admin fee / account holder | $1,070 | $4,927-78.3% | $8,175-86.9% | $4,297-75.1% |