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 | $95,144 | $52,681+80.6% | $75,781+25.6% | $59,632+59.6% |
| Participation rate | 93.3% | 67.2%+26.1pp | 75.8%+17.5pp | 68.7%+24.7pp |
| Annual return | -0.23% | 2.95%-3.2pp | 9.68%-9.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $5,080 | $2,193+131.6% | $3,323+52.9% | $2,203+130.6% |
| Participant deferral / active EE | $7,937 | $2,591+206.4% | $3,651+117.4% | $3,192+148.7% |
| Admin fee / account holder | $1,166 | $3,610-67.7% | $5,299-78.0% | $4,297-72.9% |