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 | $186,248 | $73,867+152.1% | $143,757+29.6% | $68,494+171.9% |
| Participation rate | 72.7% | 66.7%+6.1pp | 80.3%-7.6pp | 67.9%+4.8pp |
| Annual return | -14.47% | 1.01%-15.5pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $850 | $3,184-73.3% | $4,951-82.8% | $2,596-67.3% |
| Participant deferral / active EE | $2,722 | $3,384-19.6% | $5,637-51.7% | $4,027-32.4% |
| Admin fee / account holder | $12,537 | $5,755+117.9% | $14,673-14.6% | $5,403+132.0% |