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 | $86,954 | $92,222-5.7% | $76,768+13.3% | $135,375-35.8% |
| Participation rate | 73.9% | 79.8%-5.9pp | 77.0%-3.0pp | 82.6%-8.7pp |
| Annual return | 16.63% | 5.46%+11.2pp | 2.43%+14.2pp | 519.73%-503.1pp |
| Employer contribution / active EE | $1,187 | $3,216-63.1% | $2,485-52.2% | $4,779-75.2% |
| Participant deferral / active EE | $3,669 | $4,509-18.6% | $3,852-4.7% | $5,609-34.6% |
| Admin fee / account holder | $711 | $10,748-93.4% | $6,675-89.3% | $10,827-93.4% |