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 | $119,827 | $87,540+36.9% | $75,781+58.1% | $125,391-4.4% |
| Participation rate | 81.8% | 80.2%+1.7pp | 75.8%+6.0pp | 83.2%-1.4pp |
| Annual return | -3.64% | 13.48%-17.1pp | 9.68%-13.3pp | 282.22%-285.9pp |
| Employer contribution / active EE | $2,273 | $3,930-42.2% | $3,323-31.6% | $4,866-53.3% |
| Participant deferral / active EE | $4,360 | $4,229+3.1% | $3,651+19.4% | $5,352-18.5% |
| Admin fee / account holder | $305 | $6,502-95.3% | $5,299-94.2% | $9,540-96.8% |