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 | $85,482 | $59,805+42.9% | $79,550+7.5% | $68,494+24.8% |
| Participation rate | 71.4% | 61.1%+10.4pp | 69.5%+1.9pp | 67.9%+3.5pp |
| Annual return | -17.11% | -12.30%-4.8pp | 0.16%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,001 | $1,505+33.0% | $2,413-17.1% | $2,596-22.9% |
| Participant deferral / active EE | $5,531 | $3,024+82.9% | $3,985+38.8% | $4,027+37.3% |
| Admin fee / account holder | $509 | $4,835-89.5% | $6,832-92.5% | $5,403-90.6% |