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 | $156,020 | $113,935+36.9% | $94,224+65.6% | $125,391+24.4% |
| Participation rate | 87.5% | 82.9%+4.6pp | 78.8%+8.7pp | 83.2%+4.3pp |
| Annual return | -1.03% | 5.29%-6.3pp | 10.68%-11.7pp | 282.22%-283.3pp |
| Employer contribution / active EE | $9,607 | $4,727+103.3% | $3,587+167.9% | $4,866+97.4% |
| Participant deferral / active EE | $9,590 | $5,179+85.2% | $4,320+122.0% | $5,352+79.2% |
| Admin fee / account holder | $34,557 | $8,391+311.8% | $6,269+451.2% | $9,540+262.2% |