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 | $141,092 | $77,813+81.3% | $123,544+14.2% | $64,186+119.8% |
| Participation rate | 76.9% | 74.7%+2.2pp | 82.3%-5.4pp | 69.6%+7.4pp |
| Annual return | -6.31% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $5,291 | $3,014+75.6% | $4,628+14.3% | $2,381+122.2% |
| Participant deferral / active EE | $4,017 | $5,240-23.3% | $6,426-37.5% | $3,470+15.8% |
| Admin fee / account holder | $2,251 | $5,519-59.2% | $9,284-75.8% | $4,888-53.9% |