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 | $109,496 | $65,703+66.7% | $94,224+16.2% | $59,632+83.6% |
| Participation rate | 92.6% | 72.1%+20.5pp | 78.8%+13.8pp | 68.7%+23.9pp |
| Annual return | -0.31% | 5.22%-5.5pp | 10.68%-11.0pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $2,723 | $2,021+34.7% | $3,587-24.1% | $2,203+23.6% |
| Participant deferral / active EE | $5,053 | $3,143+60.8% | $4,320+17.0% | $3,192+58.3% |
| Admin fee / account holder | $2,151 | $4,264-49.5% | $6,269-65.7% | $4,297-49.9% |