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 | $108,493 | $71,883+50.9% | $86,677+25.2% | $68,494+58.4% |
| Participation rate | 72.4% | 72.2%+0.2pp | 76.6%-4.2pp | 67.9%+4.5pp |
| Annual return | -8.70% | 3.52%-12.2pp | 35.91%-44.6pp | -7.84%-0.9pp |
| Employer contribution / active EE | $627 | $2,173-71.1% | $2,836-77.9% | $2,596-75.8% |
| Participant deferral / active EE | $4,666 | $3,779+23.5% | $4,656+0.2% | $4,027+15.9% |
| Admin fee / account holder | $19,170 | $6,112+213.7% | $7,493+155.8% | $5,403+254.8% |