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 | $125,994 | $64,707+94.7% | $112,228+12.3% | $68,494+83.9% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.1%-0.1pp | 67.9%+7.1pp |
| Annual return | -16.50% | -11.40%-5.1pp | 27.45%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $4,279 | $2,746+55.8% | $3,635+17.7% | $2,596+64.8% |
| Participant deferral / active EE | $9,271 | $3,565+160.1% | $4,728+96.1% | $4,027+130.2% |
| Admin fee / account holder | $9,268 | $5,232+77.1% | $6,410+44.6% | $5,403+71.5% |