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 | $139,292 | $42,383+228.7% | $76,523+82.0% | $64,186+117.0% |
| Participation rate | 97.2% | 58.1%+39.1pp | 68.0%+29.2pp | 69.6%+27.7pp |
| Annual return | -2.59% | -16.54%+13.9pp | -0.27%-2.3pp | 7.63%-10.2pp |
| Employer contribution / active EE | $8,208 | $1,563+425.1% | $2,647+210.1% | $2,381+244.8% |
| Participant deferral / active EE | $9,710 | $2,566+278.3% | $3,835+153.2% | $3,470+179.9% |
| Admin fee / account holder | $34,203 | $3,198+969.5% | $4,848+605.5% | $4,888+599.7% |