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 | $150,251 | $73,867+103.4% | $143,757+4.5% | $68,494+119.4% |
| Participation rate | 83.1% | 66.7%+16.4pp | 80.3%+2.7pp | 67.9%+15.2pp |
| Annual return | -18.20% | 1.01%-19.2pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,132 | $3,184-64.4% | $4,951-77.1% | $2,596-56.4% |
| Participant deferral / active EE | $4,876 | $3,384+44.1% | $5,637-13.5% | $4,027+21.1% |
| Admin fee / account holder | $3,356 | $5,755-41.7% | $14,673-77.1% | $5,403-37.9% |