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 | $55,108 | $77,813-29.2% | $123,544-55.4% | $64,186-14.1% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | -7.64% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,324 | $3,014+10.3% | $4,628-28.2% | $2,381+39.6% |
| Participant deferral / active EE | $9,000 | $5,240+71.8% | $6,426+40.1% | $3,470+159.4% |
| Admin fee / account holder | $571 | $5,519-89.6% | $9,284-93.8% | $4,888-88.3% |