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 | $101,046 | $62,586+61.5% | $76,768+31.6% | $64,186+57.4% |
| Participation rate | 94.7% | 72.8%+21.9pp | 77.0%+17.8pp | 69.6%+25.2pp |
| Annual return | -7.29% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $5,943 | $1,832+224.4% | $2,485+139.1% | $2,381+149.6% |
| Participant deferral / active EE | $3,281 | $3,145+4.3% | $3,852-14.8% | $3,470-5.4% |
| Admin fee / account holder | $596 | $4,667-87.2% | $6,675-91.1% | $4,888-87.8% |