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 | $91,771 | $56,484+62.5% | $169,463-45.8% | $64,186+43.0% |
| Participation rate | 97.7% | 64.5%+33.1pp | 77.8%+19.9pp | 69.6%+28.1pp |
| Annual return | -7.25% | -1.55%-5.7pp | 1.83%-9.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,666 | $1,832+45.5% | $4,159-35.9% | $2,381+12.0% |
| Participant deferral / active EE | $6,067 | $3,448+76.0% | $5,277+15.0% | $3,470+74.9% |
| Admin fee / account holder | $1,496 | $4,174-64.2% | $9,109-83.6% | $4,888-69.4% |