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 | $109,496 | $71,883+52.3% | $86,677+26.3% | $68,494+59.9% |
| Participation rate | 76.4% | 72.2%+4.1pp | 76.6%-0.2pp | 67.9%+8.5pp |
| Annual return | -17.69% | 3.52%-21.2pp | 35.91%-53.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,315 | $2,173+6.5% | $2,836-18.4% | $2,596-10.9% |
| Participant deferral / active EE | $5,655 | $3,779+49.7% | $4,656+21.5% | $4,027+40.4% |
| Admin fee / account holder | $3,217 | $6,112-47.4% | $7,493-57.1% | $5,403-40.5% |