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 | $95,416 | $48,050+98.6% | $85,969+11.0% | $59,632+60.0% |
| Participation rate | 72.2% | 64.5%+7.8pp | 76.5%-4.3pp | 68.7%+3.6pp |
| Annual return | 0.55% | 0.29%+0.3pp | 9.32%-8.8pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $3,058 | $1,640+86.5% | $3,474-12.0% | $2,203+38.8% |
| Participant deferral / active EE | $4,401 | $2,249+95.7% | $3,829+14.9% | $3,192+37.9% |
| Admin fee / account holder | $6,719 | $3,206+109.6% | $6,053+11.0% | $4,297+56.4% |