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 | $145,364 | $73,004+99.1% | $90,749+60.2% | $68,494+112.2% |
| Participation rate | 98.4% | 70.8%+27.6pp | 75.7%+22.7pp | 67.9%+30.5pp |
| Annual return | -17.08% | -13.81%-3.3pp | -12.16%-4.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $6,634 | $2,193+202.5% | $2,921+127.1% | $2,596+155.5% |
| Participant deferral / active EE | $5,468 | $3,627+50.8% | $4,564+19.8% | $4,027+35.8% |
| Admin fee / account holder | $5,546 | $5,896-5.9% | $8,445-34.3% | $5,403+2.6% |