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 | $154,517 | $81,900+88.7% | $119,609+29.2% | $68,494+125.6% |
| Participation rate | 84.8% | 71.9%+13.0pp | 79.3%+5.6pp | 67.9%+17.0pp |
| Annual return | -17.13% | -23.82%+6.7pp | -14.97%-2.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $7,273 | $2,693+170.0% | $4,232+71.9% | $2,596+180.1% |
| Participant deferral / active EE | $2,714 | $4,148-34.6% | $5,602-51.6% | $4,027-32.6% |
| Admin fee / account holder | $2,871 | $6,582-56.4% | $10,323-72.2% | $5,403-46.9% |