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 | $100,908 | $64,707+55.9% | $112,228-10.1% | $68,494+47.3% |
| Participation rate | 91.1% | 67.2%+23.9pp | 75.1%+16.0pp | 67.9%+23.2pp |
| Annual return | -16.14% | -11.40%-4.7pp | 27.45%-43.6pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,964 | $2,746+80.8% | $3,635+36.6% | $2,596+91.2% |
| Participant deferral / active EE | $4,854 | $3,565+36.2% | $4,728+2.7% | $4,027+20.5% |
| Admin fee / account holder | $4,819 | $5,232-7.9% | $6,410-24.8% | $5,403-10.8% |