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 | $132,655 | $81,900+62.0% | $119,609+10.9% | $68,494+93.7% |
| Participation rate | 92.5% | 71.9%+20.6pp | 79.3%+13.2pp | 67.9%+24.6pp |
| Annual return | -15.26% | -23.82%+8.6pp | -14.97%-0.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,661 | $2,693-1.2% | $4,232-37.1% | $2,596+2.5% |
| Participant deferral / active EE | $3,982 | $4,148-4.0% | $5,602-28.9% | $4,027-1.1% |
| Admin fee / account holder | $2,343 | $6,582-64.4% | $10,323-77.3% | $5,403-56.6% |