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 | $158,354 | $99,032+59.9% | $80,019+97.9% | $135,375+17.0% |
| Participation rate | 95.0% | 78.4%+16.6pp | 75.8%+19.2pp | 82.6%+12.4pp |
| Annual return | -0.05% | 15.39%-15.4pp | 11.22%-11.3pp | 519.73%-519.8pp |
| Employer contribution / active EE | $750 | $3,043-75.4% | $2,468-69.6% | $4,779-84.3% |
| Participant deferral / active EE | $3,772 | $4,282-11.9% | $3,686+2.3% | $5,609-32.7% |
| Admin fee / account holder | $1,183 | $10,436-88.7% | $6,521-81.9% | $10,827-89.1% |