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 | $88,045 | $59,805+47.2% | $79,550+10.7% | $68,494+28.5% |
| Participation rate | 79.2% | 61.1%+18.2pp | 69.5%+9.7pp | 67.9%+11.3pp |
| Annual return | -11.82% | -12.30%+0.5pp | 0.16%-12.0pp | -7.84%-4.0pp |
| Employer contribution / active EE | $520 | $1,505-65.5% | $2,413-78.5% | $2,596-80.0% |
| Participant deferral / active EE | $4,218 | $3,024+39.5% | $3,985+5.8% | $4,027+4.7% |
| Admin fee / account holder | $685 | $4,835-85.8% | $6,832-90.0% | $5,403-87.3% |