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 | $154,784 | $77,813+98.9% | $123,544+25.3% | $64,186+141.2% |
| Participation rate | 98.7% | 74.7%+24.0pp | 82.3%+16.4pp | 69.6%+29.1pp |
| Annual return | -5.67% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,844 | $3,014-5.6% | $4,628-38.5% | $2,381+19.5% |
| Participant deferral / active EE | $6,005 | $5,240+14.6% | $6,426-6.5% | $3,470+73.1% |
| Admin fee / account holder | $3,983 | $5,519-27.8% | $9,284-57.1% | $4,888-18.5% |