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 | $130,242 | $81,900+59.0% | $119,609+8.9% | $68,494+90.1% |
| Participation rate | 75.0% | 71.9%+3.1pp | 79.3%-4.3pp | 67.9%+7.1pp |
| Annual return | -17.08% | -23.82%+6.7pp | -14.97%-2.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,811 | $2,693-32.8% | $4,232-57.2% | $2,596-30.2% |
| Participant deferral / active EE | $4,000 | $4,148-3.6% | $5,602-28.6% | $4,027-0.7% |
| Admin fee / account holder | $9,323 | $6,582+41.6% | $10,323-9.7% | $5,403+72.6% |