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 | $120,861 | $72,404+66.9% | $110,238+9.6% | $64,186+88.3% |
| Participation rate | 84.5% | 73.3%+11.1pp | 79.8%+4.7pp | 69.6%+14.9pp |
| Annual return | -2.14% | -6.29%+4.1pp | 314.74%-316.9pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,110 | $2,282-51.3% | $3,826-71.0% | $2,381-53.4% |
| Participant deferral / active EE | $4,895 | $3,469+41.1% | $4,672+4.8% | $3,470+41.1% |
| Admin fee / account holder | $6,806 | $5,664+20.2% | $8,547-20.4% | $4,888+39.2% |