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 | $106,691 | $50,958+109.4% | $74,550+43.1% | $64,186+66.2% |
| Participation rate | 93.9% | 61.1%+32.8pp | 69.1%+24.7pp | 69.6%+24.3pp |
| Annual return | -6.70% | -1.86%-4.8pp | 32.53%-39.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,857 | $1,115+66.5% | $1,961-5.3% | $2,381-22.0% |
| Participant deferral / active EE | $3,874 | $2,301+68.3% | $3,108+24.7% | $3,470+11.7% |
| Admin fee / account holder | $2,632 | $4,223-37.7% | $5,060-48.0% | $4,888-46.2% |