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 | $71,539 | $48,265+48.2% | $68,791+4.0% | $68,494+4.4% |
| Participation rate | 98.1% | 60.7%+37.5pp | 69.0%+29.1pp | 67.9%+30.3pp |
| Annual return | -16.18% | -12.71%-3.5pp | -6.38%-9.8pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,004 | $1,829+119.0% | $2,655+50.8% | $2,596+54.2% |
| Participant deferral / active EE | $4,986 | $2,867+73.9% | $3,941+26.5% | $4,027+23.8% |
| Admin fee / account holder | $3,437 | $4,355-21.1% | $4,932-30.3% | $5,403-36.4% |