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 4-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 | $99,652 | $84,527+17.9% | $67,711+47.2% | $125,391-20.5% |
| Participation rate | 91.7% | 74.8%+16.9pp | 67.5%+24.1pp | 83.2%+8.5pp |
| Annual return | -1.57% | 2.57%-4.1pp | 25.41%-27.0pp | 282.22%-283.8pp |
| Employer contribution / active EE | $2,426 | $3,292-26.3% | $2,559-5.2% | $4,866-50.1% |
| Participant deferral / active EE | $2,080 | $4,429-53.0% | $3,585-42.0% | $5,352-61.1% |
| Admin fee / account holder | $7,753 | $5,340+45.2% | $4,255+82.2% | $9,540-18.7% |