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 | $104,800 | $57,354+82.7% | $83,848+25.0% | $64,186+63.3% |
| Participation rate | 94.4% | 68.6%+25.8pp | 76.1%+18.3pp | 69.6%+24.9pp |
| Annual return | -0.52% | 11.38%-11.9pp | 850.88%-851.4pp | 7.63%-8.1pp |
| Employer contribution / active EE | $1,879 | $2,545-26.2% | $3,631-48.2% | $2,381-21.1% |
| Participant deferral / active EE | $6,823 | $2,993+128.0% | $4,082+67.2% | $3,470+96.7% |
| Admin fee / account holder | $5,308 | $4,046+31.2% | $5,478-3.1% | $4,888+8.6% |