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 | $137,564 | $81,900+68.0% | $119,609+15.0% | $68,494+100.8% |
| Participation rate | 84.4% | 71.9%+12.5pp | 79.3%+5.1pp | 67.9%+16.5pp |
| Annual return | -16.29% | -23.82%+7.5pp | -14.97%-1.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $4,898 | $2,693+81.9% | $4,232+15.7% | $2,596+88.7% |
| Participant deferral / active EE | $4,680 | $4,148+12.8% | $5,602-16.5% | $4,027+16.2% |
| Admin fee / account holder | $1,766 | $6,582-73.2% | $10,323-82.9% | $5,403-67.3% |