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 | $67,970 | $52,903+28.5% | $73,307-7.3% | $59,632+14.0% |
| Participation rate | 70.4% | 68.2%+2.1pp | 74.9%-4.5pp | 68.7%+1.7pp |
| Annual return | -1.37% | 12.20%-13.6pp | 5.67%-7.0pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $6,889 | $1,909+261.0% | $3,237+112.8% | $2,203+212.8% |
| Participant deferral / active EE | $10,452 | $4,069+156.9% | $4,991+109.4% | $3,192+227.5% |
| Admin fee / account holder | $1,211 | $3,834-68.4% | $5,637-78.5% | $4,297-71.8% |