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 6-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 | $158,612 | $117,690+34.8% | $71,735+121.1% | $134,475+17.9% |
| Participation rate | 77.8% | 68.8%+9.0pp | 62.3%+15.5pp | 81.2%-3.4pp |
| Annual return | -15.40% | 25.44%-40.8pp | 9.14%-24.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,612 | $2,525-36.1% | $1,704-5.4% | $4,740-66.0% |
| Participant deferral / active EE | $6,886 | $3,759+83.2% | $2,658+159.1% | $6,400+7.6% |
| Admin fee / account holder | $4,456 | $6,379-30.1% | $3,974+12.1% | $11,426-61.0% |