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 | $101,202 | $42,894+135.9% | $60,874+66.2% | $68,494+47.8% |
| Participation rate | 88.4% | 66.8%+21.6pp | 73.1%+15.3pp | 67.9%+20.5pp |
| Annual return | -8.82% | -13.98%+5.2pp | 16.90%-25.7pp | -7.84%-1.0pp |
| Employer contribution / active EE | $3,840 | $1,978+94.1% | $2,701+42.1% | $2,596+47.9% |
| Participant deferral / active EE | $1,123 | $2,867-60.8% | $3,817-70.6% | $4,027-72.1% |
| Admin fee / account holder | $5,774 | $3,101+86.2% | $3,224+79.1% | $5,403+6.9% |