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 | $160,352 | $73,004+119.6% | $90,749+76.7% | $68,494+134.1% |
| Participation rate | 70.7% | 70.8%-0.1pp | 75.7%-5.0pp | 67.9%+2.8pp |
| Annual return | -15.65% | -13.81%-1.8pp | -12.16%-3.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $4,999 | $2,193+128.0% | $2,921+71.1% | $2,596+92.5% |
| Participant deferral / active EE | $7,701 | $3,627+112.3% | $4,564+68.7% | $4,027+91.2% |
| Admin fee / account holder | $4,017 | $5,896-31.9% | $8,445-52.4% | $5,403-25.6% |