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 | $186,421 | $81,900+127.6% | $119,609+55.9% | $68,494+172.2% |
| Participation rate | 76.4% | 71.9%+4.5pp | 79.3%-2.9pp | 67.9%+8.5pp |
| Annual return | -16.97% | -23.82%+6.8pp | -14.97%-2.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,061 | $2,693-23.5% | $4,232-51.3% | $2,596-20.6% |
| Participant deferral / active EE | $5,903 | $4,148+42.3% | $5,602+5.4% | $4,027+46.6% |
| Admin fee / account holder | $1,306 | $6,582-80.2% | $10,323-87.4% | $5,403-75.8% |