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 | $80,502 | $87,540-8.0% | $75,781+6.2% | $125,391-35.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.30% | 13.48%-13.8pp | 9.68%-10.0pp | 282.22%-282.5pp |
| Employer contribution / active EE | $5,503 | $3,930+40.0% | $3,323+65.6% | $4,866+13.1% |
| Participant deferral / active EE | $7,065 | $4,229+67.1% | $3,651+93.5% | $5,352+32.0% |
| Admin fee / account holder | $2,286 | $6,502-64.8% | $5,299-56.9% | $9,540-76.0% |