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 | $82,654 | $71,883+15.0% | $86,677-4.6% | $68,494+20.7% |
| Participation rate | 81.4% | 72.2%+9.2pp | 76.6%+4.8pp | 67.9%+13.5pp |
| Annual return | -13.60% | 3.52%-17.1pp | 35.91%-49.5pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,511 | $2,173+15.6% | $2,836-11.5% | $2,596-3.3% |
| Participant deferral / active EE | $6,900 | $3,779+82.6% | $4,656+48.2% | $4,027+71.3% |
| Admin fee / account holder | $518 | $6,112-91.5% | $7,493-93.1% | $5,403-90.4% |