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 | $123,043 | $71,883+71.2% | $86,677+42.0% | $68,494+79.6% |
| Participation rate | 93.1% | 72.2%+20.9pp | 76.6%+16.5pp | 67.9%+25.2pp |
| Annual return | -17.63% | 3.52%-21.2pp | 35.91%-53.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,955 | $2,173-10.0% | $2,836-31.1% | $2,596-24.7% |
| Participant deferral / active EE | $4,094 | $3,779+8.3% | $4,656-12.1% | $4,027+1.7% |
| Admin fee / account holder | $2,548 | $6,112-58.3% | $7,493-66.0% | $5,403-52.8% |