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 | $144,011 | $73,004+97.3% | $90,749+58.7% | $68,494+110.3% |
| Participation rate | 83.3% | 70.8%+12.5pp | 75.7%+7.6pp | 67.9%+15.4pp |
| Annual return | -11.01% | -13.81%+2.8pp | -12.16%+1.2pp | -7.84%-3.2pp |
| Employer contribution / active EE | $7,581 | $2,193+245.7% | $2,921+159.5% | $2,596+192.0% |
| Participant deferral / active EE | $7,629 | $3,627+110.4% | $4,564+67.2% | $4,027+89.4% |
| Admin fee / account holder | $21,890 | $5,896+271.3% | $8,445+159.2% | $5,403+305.2% |