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 | $168,193 | $87,540+92.1% | $75,781+121.9% | $125,391+34.1% |
| Participation rate | 90.5% | 80.2%+10.3pp | 75.8%+14.7pp | 83.2%+7.3pp |
| Annual return | -0.15% | 13.48%-13.6pp | 9.68%-9.8pp | 282.22%-282.4pp |
| Employer contribution / active EE | $6,512 | $3,930+65.7% | $3,323+95.9% | $4,866+33.8% |
| Participant deferral / active EE | $3,120 | $4,229-26.2% | $3,651-14.6% | $5,352-41.7% |
| Admin fee / account holder | $1,816 | $6,502-72.1% | $5,299-65.7% | $9,540-81.0% |