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 | $72,877 | $64,707+12.6% | $112,228-35.1% | $68,494+6.4% |
| Participation rate | 97.0% | 67.2%+29.8pp | 75.1%+21.9pp | 67.9%+29.1pp |
| Annual return | -15.60% | -11.40%-4.2pp | 27.45%-43.1pp | -7.84%-7.8pp |
| Employer contribution / active EE | $4,396 | $2,746+60.1% | $3,635+20.9% | $2,596+69.3% |
| Participant deferral / active EE | $7,875 | $3,565+120.9% | $4,728+66.6% | $4,027+95.5% |
| Admin fee / account holder | $6,788 | $5,232+29.7% | $6,410+5.9% | $5,403+25.6% |