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 | $71,167 | $54,229+31.2% | $70,092+1.5% | $68,494+3.9% |
| Participation rate | 74.3% | 64.5%+9.8pp | 70.5%+3.8pp | 67.9%+6.4pp |
| Annual return | -14.29% | -13.87%-0.4pp | 190.73%-205.0pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,763 | $2,018+36.9% | $2,559+8.0% | $2,596+6.4% |
| Participant deferral / active EE | $2,021 | $2,956-31.6% | $3,849-47.5% | $4,027-49.8% |
| Admin fee / account holder | $725 | $4,694-84.6% | $6,267-88.4% | $5,403-86.6% |