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 8-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 | $116,723 | $71,883+62.4% | $86,677+34.7% | $68,494+70.4% |
| Participation rate | 83.1% | 72.2%+10.8pp | 76.6%+6.5pp | 67.9%+15.2pp |
| Annual return | -18.03% | 3.52%-21.6pp | 35.91%-53.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,005 | $2,173+38.3% | $2,836+5.9% | $2,596+15.7% |
| Participant deferral / active EE | $7,684 | $3,779+103.3% | $4,656+65.0% | $4,027+90.8% |
| Admin fee / account holder | $2,271 | $6,112-62.8% | $7,493-69.7% | $5,403-58.0% |