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 | $89,205 | $77,813+14.6% | $123,544-27.8% | $64,186+39.0% |
| Participation rate | 81.0% | 74.7%+6.2pp | 82.3%-1.3pp | 69.6%+11.4pp |
| Annual return | -6.11% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,611 | $3,014+19.8% | $4,628-22.0% | $2,381+51.7% |
| Participant deferral / active EE | $8,086 | $5,240+54.3% | $6,426+25.8% | $3,470+133.0% |
| Admin fee / account holder | $1,805 | $5,519-67.3% | $9,284-80.6% | $4,888-63.1% |