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 | $117,016 | $71,883+62.8% | $86,677+35.0% | $68,494+70.8% |
| Participation rate | 94.8% | 72.2%+22.6pp | 76.6%+18.3pp | 67.9%+26.9pp |
| Annual return | -6.51% | 3.52%-10.0pp | 35.91%-42.4pp | -7.84%+1.3pp |
| Employer contribution / active EE | $1,960 | $2,173-9.8% | $2,836-30.9% | $2,596-24.5% |
| Participant deferral / active EE | $6,619 | $3,779+75.2% | $4,656+42.2% | $4,027+64.4% |
| Admin fee / account holder | $13,309 | $6,112+117.8% | $7,493+77.6% | $5,403+146.3% |