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 | $75,041 | $50,958+47.3% | $74,550+0.7% | $64,186+16.9% |
| Participation rate | 74.4% | 61.1%+13.3pp | 69.1%+5.2pp | 69.6%+4.8pp |
| Annual return | -7.24% | -1.86%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $6,339 | $1,115+468.4% | $1,961+223.3% | $2,381+166.2% |
| Participant deferral / active EE | $4,463 | $2,301+93.9% | $3,108+43.6% | $3,470+28.6% |
| Admin fee / account holder | $1,009 | $4,223-76.1% | $5,060-80.1% | $4,888-79.4% |