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 | $80,072 | $65,703+21.9% | $94,224-15.0% | $59,632+34.3% |
| Participation rate | 72.0% | 72.1%-0.1pp | 78.8%-6.8pp | 68.7%+3.3pp |
| Annual return | -1.56% | 5.22%-6.8pp | 10.68%-12.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,705 | $2,021-15.6% | $3,587-52.5% | $2,203-22.6% |
| Participant deferral / active EE | $5,159 | $3,143+64.1% | $4,320+19.4% | $3,192+61.6% |
| Admin fee / account holder | $574 | $4,264-86.5% | $6,269-90.8% | $4,297-86.6% |