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 | $152,598 | $87,540+74.3% | $75,781+101.4% | $125,391+21.7% |
| Participation rate | 85.7% | 80.2%+5.5pp | 75.8%+9.9pp | 83.2%+2.5pp |
| Annual return | -0.65% | 13.48%-14.1pp | 9.68%-10.3pp | 282.22%-282.9pp |
| Employer contribution / active EE | $2,455 | $3,930-37.5% | $3,323-26.1% | $4,866-49.5% |
| Participant deferral / active EE | $6,420 | $4,229+51.8% | $3,651+75.8% | $5,352+20.0% |
| Admin fee / account holder | $1,476 | $6,502-77.3% | $5,299-72.1% | $9,540-84.5% |