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 | $126,874 | $59,805+112.1% | $79,550+59.5% | $68,494+85.2% |
| Participation rate | 96.4% | 61.1%+35.4pp | 69.5%+26.9pp | 67.9%+28.5pp |
| Annual return | -16.98% | -12.30%-4.7pp | 0.16%-17.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,471 | $1,505+130.6% | $2,413+43.8% | $2,596+33.7% |
| Participant deferral / active EE | $5,996 | $3,024+98.2% | $3,985+50.4% | $4,027+48.9% |
| Admin fee / account holder | $10,890 | $4,835+125.2% | $6,832+59.4% | $5,403+101.6% |