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 | $66,483 | $72,177-7.9% | $115,037-42.2% | $59,632+11.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.43% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $7,278 | $2,841+156.2% | $4,608+58.0% | $2,203+230.4% |
| Participant deferral / active EE | $2,543 | $4,783-46.8% | $6,026-57.8% | $3,192-20.3% |
| Admin fee / account holder | $889 | $4,927-82.0% | $8,175-89.1% | $4,297-79.3% |