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 | $151,309 | $81,900+84.7% | $119,609+26.5% | $68,494+120.9% |
| Participation rate | 87.5% | 71.9%+15.6pp | 79.3%+8.2pp | 67.9%+19.6pp |
| Annual return | -15.07% | -23.82%+8.7pp | -14.97%-0.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,398 | $2,693+26.2% | $4,232-19.7% | $2,596+30.9% |
| Participant deferral / active EE | $9,726 | $4,148+134.5% | $5,602+73.6% | $4,027+141.5% |
| Admin fee / account holder | $5,243 | $6,582-20.3% | $10,323-49.2% | $5,403-3.0% |