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 | $147,342 | $77,813+89.4% | $123,544+19.3% | $64,186+129.6% |
| Participation rate | 70.2% | 74.7%-4.5pp | 82.3%-12.1pp | 69.6%+0.6pp |
| Annual return | -7.10% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,351 | $3,014+11.2% | $4,628-27.6% | $2,381+40.7% |
| Participant deferral / active EE | $6,544 | $5,240+24.9% | $6,426+1.8% | $3,470+88.6% |
| Admin fee / account holder | $27,301 | $5,519+394.7% | $9,284+194.1% | $4,888+458.5% |