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 | $88,977 | $50,958+74.6% | $74,550+19.4% | $64,186+38.6% |
| Participation rate | 76.8% | 61.1%+15.8pp | 69.1%+7.7pp | 69.6%+7.2pp |
| Annual return | -6.38% | -1.86%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,843 | $1,115+65.3% | $1,961-6.0% | $2,381-22.6% |
| Participant deferral / active EE | $5,038 | $2,301+118.9% | $3,108+62.1% | $3,470+45.2% |
| Admin fee / account holder | $7,593 | $4,223+79.8% | $5,060+50.1% | $4,888+55.3% |