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 | $96,235 | $71,883+33.9% | $86,677+11.0% | $68,494+40.5% |
| Participation rate | 97.3% | 72.2%+25.1pp | 76.6%+20.7pp | 67.9%+29.4pp |
| Annual return | -7.19% | 3.52%-10.7pp | 35.91%-43.1pp | -7.84%+0.7pp |
| Employer contribution / active EE | $2,958 | $2,173+36.2% | $2,836+4.3% | $2,596+13.9% |
| Participant deferral / active EE | $6,764 | $3,779+79.0% | $4,656+45.3% | $4,027+68.0% |
| Admin fee / account holder | $6,279 | $6,112+2.7% | $7,493-16.2% | $5,403+16.2% |