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 | $180,267 | $113,935+58.2% | $94,224+91.3% | $125,391+43.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.37% | 5.29%-7.7pp | 10.68%-13.1pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,711 | $4,727-42.6% | $3,587-24.4% | $4,866-44.3% |
| Participant deferral / active EE | $5,145 | $5,179-0.7% | $4,320+19.1% | $5,352-3.9% |
| Admin fee / account holder | $2,587 | $8,391-69.2% | $6,269-58.7% | $9,540-72.9% |