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 | $180,800 | $73,867+144.8% | $143,757+25.8% | $68,494+164.0% |
| Participation rate | 77.8% | 66.7%+11.1pp | 80.3%-2.5pp | 67.9%+9.9pp |
| Annual return | -17.01% | 1.01%-18.0pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $981 | $3,184-69.2% | $4,951-80.2% | $2,596-62.2% |
| Participant deferral / active EE | $8,423 | $3,384+148.9% | $5,637+49.4% | $4,027+109.2% |
| Admin fee / account holder | $34,141 | $5,755+493.3% | $14,673+132.7% | $5,403+531.9% |