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 | $100,955 | $58,577+72.3% | $83,333+21.1% | $64,186+57.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.64% | 9.65%-16.3pp | 10.63%-17.3pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,088 | $2,098+47.2% | $3,379-8.6% | $2,381+29.7% |
| Participant deferral / active EE | $6,800 | $4,654+46.1% | $5,565+22.2% | $3,470+96.0% |
| Admin fee / account holder | $6,472 | $9,275-30.2% | $7,510-13.8% | $4,888+32.4% |