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 5-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 | $114,967 | $59,107+94.5% | $86,436+33.0% | $68,494+67.8% |
| Participation rate | 92.0% | 75.2%+16.8pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -13.82% | -0.23%-13.6pp | 4394.89%-4408.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,600 | $2,519-36.5% | $3,769-57.5% | $2,596-38.4% |
| Participant deferral / active EE | $6,458 | $5,901+9.4% | $6,952-7.1% | $4,027+60.4% |
| Admin fee / account holder | $7,928 | $5,637+40.6% | $6,731+17.8% | $5,403+46.7% |