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 | $121,026 | $71,883+68.4% | $86,677+39.6% | $68,494+76.7% |
| Participation rate | 86.7% | 72.2%+14.4pp | 76.6%+10.1pp | 67.9%+18.8pp |
| Annual return | -11.64% | 3.52%-15.2pp | 35.91%-47.5pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,208 | $2,173-44.4% | $2,836-57.4% | $2,596-53.5% |
| Participant deferral / active EE | $8,077 | $3,779+113.8% | $4,656+73.5% | $4,027+100.6% |
| Admin fee / account holder | $2,967 | $6,112-51.5% | $7,493-60.4% | $5,403-45.1% |