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 | $136,378 | $59,805+128.0% | $79,550+71.4% | $68,494+99.1% |
| Participation rate | 90.4% | 61.1%+29.3pp | 69.5%+20.9pp | 67.9%+22.5pp |
| Annual return | -16.30% | -12.30%-4.0pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,410 | $1,505+60.2% | $2,413-0.1% | $2,596-7.2% |
| Participant deferral / active EE | $5,835 | $3,024+92.9% | $3,985+46.4% | $4,027+44.9% |
| Admin fee / account holder | $10,886 | $4,835+125.2% | $6,832+59.3% | $5,403+101.5% |