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 | $137,120 | $71,883+90.8% | $86,677+58.2% | $68,494+100.2% |
| Participation rate | 76.0% | 72.2%+3.8pp | 76.6%-0.6pp | 67.9%+8.1pp |
| Annual return | -15.91% | 3.52%-19.4pp | 35.91%-51.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,520 | $2,173-30.0% | $2,836-46.4% | $2,596-41.5% |
| Participant deferral / active EE | $5,533 | $3,779+46.4% | $4,656+18.8% | $4,027+37.4% |
| Admin fee / account holder | $14,265 | $6,112+133.4% | $7,493+90.4% | $5,403+164.0% |