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 | $105,042 | $77,813+35.0% | $123,544-15.0% | $64,186+63.7% |
| Participation rate | 72.4% | 74.7%-2.3pp | 82.3%-9.9pp | 69.6%+2.8pp |
| Annual return | -2.14% | 12.48%-14.6pp | 119.20%-121.3pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,236 | $3,014-59.0% | $4,628-73.3% | $2,381-48.1% |
| Participant deferral / active EE | $5,888 | $5,240+12.4% | $6,426-8.4% | $3,470+69.7% |
| Admin fee / account holder | $10,295 | $5,519+86.6% | $9,284+10.9% | $4,888+110.6% |