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 | $122,325 | $56,357+117.1% | $104,294+17.3% | $68,494+78.6% |
| Participation rate | 96.3% | 63.3%+33.0pp | 73.3%+23.0pp | 67.9%+28.4pp |
| Annual return | -17.67% | -9.19%-8.5pp | 24.61%-42.3pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,817 | $1,960-7.3% | $3,372-46.1% | $2,596-30.0% |
| Participant deferral / active EE | $7,085 | $3,077+130.3% | $4,625+53.2% | $4,027+75.9% |
| Admin fee / account holder | $1,425 | $4,903-70.9% | $7,339-80.6% | $5,403-73.6% |