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 | $139,556 | $46,674+199.0% | $117,472+18.8% | $68,494+103.7% |
| Participation rate | 75.0% | 56.8%+18.2pp | 70.6%+4.4pp | 67.9%+7.1pp |
| Annual return | -17.60% | -14.52%-3.1pp | 29.74%-47.3pp | -7.84%-9.8pp |
| Employer contribution / active EE | $5,115 | $1,505+240.0% | $4,176+22.5% | $2,596+97.0% |
| Participant deferral / active EE | $9,730 | $2,636+269.1% | $4,070+139.0% | $4,027+141.6% |
| Admin fee / account holder | $602 | $4,020-85.0% | $5,645-89.3% | $5,403-88.8% |