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 | $146,833 | $81,900+79.3% | $119,609+22.8% | $68,494+114.4% |
| Participation rate | 83.3% | 71.9%+11.4pp | 79.3%+4.1pp | 67.9%+15.4pp |
| Annual return | -9.01% | -23.82%+14.8pp | -14.97%+6.0pp | -7.84%-1.2pp |
| Employer contribution / active EE | $756 | $2,693-71.9% | $4,232-82.1% | $2,596-70.9% |
| Participant deferral / active EE | $5,345 | $4,148+28.9% | $5,602-4.6% | $4,027+32.7% |
| Admin fee / account holder | $2,660 | $6,582-59.6% | $10,323-74.2% | $5,403-50.8% |