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 | $107,893 | $72,177+49.5% | $115,037-6.2% | $59,632+80.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.55% | 12.02%-13.6pp | 26.14%-27.7pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $3,238 | $2,841+13.9% | $4,608-29.7% | $2,203+47.0% |
| Participant deferral / active EE | $6,607 | $4,783+38.1% | $6,026+9.6% | $3,192+107.0% |
| Admin fee / account holder | $467 | $4,927-90.5% | $8,175-94.3% | $4,297-89.1% |