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 | $129,485 | $50,958+154.1% | $74,550+73.7% | $64,186+101.7% |
| Participation rate | 87.2% | 61.1%+26.1pp | 69.1%+18.0pp | 69.6%+17.6pp |
| Annual return | -3.64% | -1.86%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,686 | $1,115+140.8% | $1,961+37.0% | $2,381+12.8% |
| Participant deferral / active EE | $3,870 | $2,301+68.1% | $3,108+24.5% | $3,470+11.5% |
| Admin fee / account holder | $19,219 | $4,223+355.1% | $5,060+279.9% | $4,888+293.2% |