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 | $176,007 | $110,094+59.9% | $151,611+16.1% | $68,494+157.0% |
| Participation rate | 91.0% | 84.0%+7.1pp | 87.5%+3.5pp | 67.9%+23.2pp |
| Annual return | -16.19% | -10.12%-6.1pp | 3.33%-19.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,618 | $4,471-41.4% | $6,166-57.5% | $2,596+0.8% |
| Participant deferral / active EE | $5,723 | $6,527-12.3% | $8,363-31.6% | $4,027+42.1% |
| Admin fee / account holder | $7,309 | $7,719-5.3% | $11,616-37.1% | $5,403+35.3% |