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 | $53,729 | $72,177-25.6% | $115,037-53.3% | $59,632-9.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.25% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $4,091 | $2,841+44.0% | $4,608-11.2% | $2,203+85.7% |
| Participant deferral / active EE | $5,840 | $4,783+22.1% | $6,026-3.1% | $3,192+83.0% |
| Admin fee / account holder | $7,809 | $4,927+58.5% | $8,175-4.5% | $4,297+81.7% |