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 | $146,263 | $73,867+98.0% | $143,757+1.7% | $68,494+113.5% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -16.55% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,083 | $3,184-3.2% | $4,951-37.7% | $2,596+18.7% |
| Participant deferral / active EE | $4,096 | $3,384+21.0% | $5,637-27.3% | $4,027+1.7% |
| Admin fee / account holder | $6,562 | $5,755+14.0% | $14,673-55.3% | $5,403+21.5% |