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 | $114,891 | $71,883+59.8% | $86,677+32.6% | $68,494+67.7% |
| Participation rate | 83.6% | 72.2%+11.4pp | 76.6%+7.1pp | 67.9%+15.7pp |
| Annual return | -16.44% | 3.52%-20.0pp | 35.91%-52.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,180 | $2,173+0.3% | $2,836-23.1% | $2,596-16.0% |
| Participant deferral / active EE | $7,280 | $3,779+92.7% | $4,656+56.4% | $4,027+80.8% |
| Admin fee / account holder | $1,675 | $6,112-72.6% | $7,493-77.6% | $5,403-69.0% |