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 8-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 | $92,723 | $64,707+43.3% | $112,228-17.4% | $68,494+35.4% |
| Participation rate | 88.5% | 67.2%+21.3pp | 75.1%+13.4pp | 67.9%+20.6pp |
| Annual return | -15.58% | -11.40%-4.2pp | 27.45%-43.0pp | -7.84%-7.7pp |
| Employer contribution / active EE | $11,334 | $2,746+312.8% | $3,635+211.8% | $2,596+336.5% |
| Participant deferral / active EE | $8,631 | $3,565+142.1% | $4,728+82.5% | $4,027+114.3% |
| Admin fee / account holder | $6,872 | $5,232+31.3% | $6,410+7.2% | $5,403+27.2% |