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 | $126,102 | $77,813+62.1% | $123,544+2.1% | $64,186+96.5% |
| Participation rate | 85.2% | 74.7%+10.5pp | 82.3%+2.9pp | 69.6%+15.6pp |
| Annual return | -4.12% | 12.48%-16.6pp | 119.20%-123.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $3,635 | $3,014+20.6% | $4,628-21.4% | $2,381+52.7% |
| Participant deferral / active EE | $11,746 | $5,240+124.2% | $6,426+82.8% | $3,470+238.5% |
| Admin fee / account holder | $6,754 | $5,519+22.4% | $9,284-27.2% | $4,888+38.2% |