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 | $100,162 | $73,867+35.6% | $143,757-30.3% | $68,494+46.2% |
| Participation rate | 97.7% | 66.7%+31.0pp | 80.3%+17.4pp | 67.9%+29.8pp |
| Annual return | -16.99% | 1.01%-18.0pp | -0.04%-17.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,305 | $3,184+3.8% | $4,951-33.2% | $2,596+27.3% |
| Participant deferral / active EE | $6,832 | $3,384+101.9% | $5,637+21.2% | $4,027+69.7% |
| Admin fee / account holder | $11,201 | $5,755+94.6% | $14,673-23.7% | $5,403+107.3% |