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 | $83,074 | $71,883+15.6% | $86,677-4.2% | $68,494+21.3% |
| Participation rate | 77.8% | 72.2%+5.5pp | 76.6%+1.2pp | 67.9%+9.9pp |
| Annual return | -16.94% | 3.52%-20.5pp | 35.91%-52.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,971 | $2,173+36.7% | $2,836+4.7% | $2,596+14.4% |
| Participant deferral / active EE | $7,513 | $3,779+98.8% | $4,656+61.4% | $4,027+86.6% |
| Admin fee / account holder | $14,020 | $6,112+129.4% | $7,493+87.1% | $5,403+159.5% |