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 | $120,941 | $72,404+67.0% | $110,238+9.7% | $64,186+88.4% |
| Participation rate | 78.6% | 73.3%+5.2pp | 79.8%-1.2pp | 69.6%+9.0pp |
| Annual return | -2.99% | -6.29%+3.3pp | 314.74%-317.7pp | 7.63%-10.6pp |
| Employer contribution / active EE | $709 | $2,282-68.9% | $3,826-81.5% | $2,381-70.2% |
| Participant deferral / active EE | $3,747 | $3,469+8.0% | $4,672-19.8% | $3,470+8.0% |
| Admin fee / account holder | $15,006 | $5,664+164.9% | $8,547+75.6% | $4,888+207.0% |