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 6-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 | $22,435 | $59,107-62.0% | $86,436-74.0% | $68,494-67.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 7.54% | -0.23%+7.8pp | 4394.89%-4387.4pp | -7.84%+15.4pp |
| Employer contribution / active EE | $3,059 | $2,519+21.4% | $3,769-18.8% | $2,596+17.8% |
| Participant deferral / active EE | $7,925 | $5,901+34.3% | $6,952+14.0% | $4,027+96.8% |
| Admin fee / account holder | $350 | $5,637-93.8% | $6,731-94.8% | $5,403-93.5% |