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 | $116,856 | $59,805+95.4% | $79,550+46.9% | $68,494+70.6% |
| Participation rate | 88.0% | 61.1%+26.9pp | 69.5%+18.5pp | 67.9%+20.1pp |
| Annual return | -17.07% | -12.30%-4.8pp | 0.16%-17.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,221 | $1,505+114.0% | $2,413+33.5% | $2,596+24.1% |
| Participant deferral / active EE | $6,362 | $3,024+110.4% | $3,985+59.7% | $4,027+58.0% |
| Admin fee / account holder | $3,033 | $4,835-37.3% | $6,832-55.6% | $5,403-43.9% |