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 | $173,611 | $56,357+208.1% | $104,294+66.5% | $68,494+153.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -14.24% | -9.19%-5.1pp | 24.61%-38.9pp | -7.84%-6.4pp |
| Employer contribution / active EE | $3,153 | $1,960+60.9% | $3,372-6.5% | $2,596+21.4% |
| Participant deferral / active EE | $5,552 | $3,077+80.4% | $4,625+20.0% | $4,027+37.9% |
| Admin fee / account holder | $1,563 | $4,903-68.1% | $7,339-78.7% | $5,403-71.1% |