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 | $104,509 | $71,883+45.4% | $86,677+20.6% | $68,494+52.6% |
| Participation rate | 89.5% | 72.2%+17.2pp | 76.6%+12.9pp | 67.9%+21.6pp |
| Annual return | -16.83% | 3.52%-20.4pp | 35.91%-52.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,664 | $2,173+22.6% | $2,836-6.1% | $2,596+2.6% |
| Participant deferral / active EE | $4,675 | $3,779+23.7% | $4,656+0.4% | $4,027+16.1% |
| Admin fee / account holder | $1,679 | $6,112-72.5% | $7,493-77.6% | $5,403-68.9% |