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 | $164,464 | $77,813+111.4% | $123,544+33.1% | $64,186+156.2% |
| Participation rate | 76.5% | 74.7%+1.8pp | 82.3%-5.8pp | 69.6%+6.9pp |
| Annual return | -7.07% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $5,375 | $3,014+78.3% | $4,628+16.1% | $2,381+125.7% |
| Participant deferral / active EE | $6,439 | $5,240+22.9% | $6,426+0.2% | $3,470+85.6% |
| Admin fee / account holder | $1,399 | $5,519-74.7% | $9,284-84.9% | $4,888-71.4% |