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 | $108,997 | $71,883+51.6% | $86,677+25.8% | $68,494+59.1% |
| Participation rate | 90.6% | 72.2%+18.4pp | 76.6%+14.0pp | 67.9%+22.7pp |
| Annual return | -17.75% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,406 | $2,173+10.7% | $2,836-15.2% | $2,596-7.3% |
| Participant deferral / active EE | $7,632 | $3,779+102.0% | $4,656+63.9% | $4,027+89.5% |
| Admin fee / account holder | $5,025 | $6,112-17.8% | $7,493-32.9% | $5,403-7.0% |