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 | $89,175 | $50,958+75.0% | $74,550+19.6% | $64,186+38.9% |
| Participation rate | 94.1% | 61.1%+33.1pp | 69.1%+25.0pp | 69.6%+24.5pp |
| Annual return | -6.43% | -1.86%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,544 | $1,115+38.5% | $1,961-21.2% | $2,381-35.1% |
| Participant deferral / active EE | $4,549 | $2,301+97.7% | $3,108+46.4% | $3,470+31.1% |
| Admin fee / account holder | $756 | $4,223-82.1% | $5,060-85.1% | $4,888-84.5% |