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 | $75,461 | $72,177+4.5% | $115,037-34.4% | $59,632+26.5% |
| Participation rate | 75.0% | 72.6%+2.4pp | 81.4%-6.4pp | 68.7%+6.3pp |
| Annual return | -1.61% | 12.02%-13.6pp | 26.14%-27.8pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $3,446 | $2,841+21.3% | $4,608-25.2% | $2,203+56.4% |
| Participant deferral / active EE | $6,047 | $4,783+26.4% | $6,026+0.3% | $3,192+89.5% |
| Admin fee / account holder | $1,311 | $4,927-73.4% | $8,175-84.0% | $4,297-69.5% |