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 | $125,561 | $50,958+146.4% | $74,550+68.4% | $64,186+95.6% |
| Participation rate | 89.3% | 61.1%+28.2pp | 69.1%+20.1pp | 69.6%+19.7pp |
| Annual return | -3.41% | -1.86%-1.6pp | 32.53%-35.9pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,068 | $2,301+76.8% | $3,108+30.9% | $3,470+17.3% |
| Admin fee / account holder | $3,529 | $4,223-16.4% | $5,060-30.2% | $4,888-27.8% |