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 | $104,265 | $77,813+34.0% | $123,544-15.6% | $64,186+62.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.78% | 12.48%-15.3pp | 119.20%-122.0pp | 7.63%-10.4pp |
| Employer contribution / active EE | $3,085 | $3,014+2.4% | $4,628-33.3% | $2,381+29.6% |
| Participant deferral / active EE | $10,587 | $5,240+102.1% | $6,426+64.8% | $3,470+205.1% |
| Admin fee / account holder | $1,593 | $5,519-71.1% | $9,284-82.8% | $4,888-67.4% |