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 | $127,422 | $77,813+63.8% | $123,544+3.1% | $64,186+98.5% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -7.41% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $5,802 | $3,014+92.5% | $4,628+25.4% | $2,381+143.7% |
| Participant deferral / active EE | $6,638 | $5,240+26.7% | $6,426+3.3% | $3,470+91.3% |
| Admin fee / account holder | $2,061 | $5,519-62.6% | $9,284-77.8% | $4,888-57.8% |