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 | $142,665 | $50,958+180.0% | $74,550+91.4% | $64,186+122.3% |
| Participation rate | 71.4% | 61.1%+10.4pp | 69.1%+2.3pp | 69.6%+1.9pp |
| Annual return | -7.24% | -1.86%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,432 | $1,115+28.4% | $1,961-27.0% | $2,381-39.8% |
| Participant deferral / active EE | $3,154 | $2,301+37.0% | $3,108+1.5% | $3,470-9.1% |
| Admin fee / account holder | $1,108 | $4,223-73.8% | $5,060-78.1% | $4,888-77.3% |