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 | $209,052 | $127,100+64.5% | $105,738+97.7% | $135,375+54.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 76.3%+12.6pp | 82.6%+6.2pp |
| Annual return | -6.09% | 4.49%-10.6pp | 6.27%-12.4pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,973 | $4,107-52.0% | $3,268-39.6% | $4,779-58.7% |
| Participant deferral / active EE | $8,539 | $5,064+68.6% | $4,080+109.3% | $5,609+52.2% |
| Admin fee / account holder | $1,668 | $9,087-81.6% | $6,913-75.9% | $10,827-84.6% |