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 | $146,656 | $73,867+98.5% | $143,757+2.0% | $68,494+114.1% |
| Participation rate | 97.8% | 66.7%+31.1pp | 80.3%+17.5pp | 67.9%+29.9pp |
| Annual return | -16.57% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $8,426 | $3,184+164.6% | $4,951+70.2% | $2,596+224.6% |
| Participant deferral / active EE | $6,517 | $3,384+92.6% | $5,637+15.6% | $4,027+61.8% |
| Admin fee / account holder | $3,595 | $5,755-37.5% | $14,673-75.5% | $5,403-33.5% |