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 | $73,151 | $77,899-6.1% | $149,673-51.1% | $75,163-2.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.51% | 31.72%-14.2pp | 134.42%-116.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $4,558 | $3,137+45.3% | $4,818-5.4% | $2,670+70.7% |
| Participant deferral / active EE | $4,231 | $3,411+24.0% | $5,680-25.5% | $4,125+2.6% |
| Admin fee / account holder | $2,014 | $5,956-66.2% | $13,210-84.8% | $5,651-64.4% |