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 | $145,875 | $64,707+125.4% | $112,228+30.0% | $68,494+113.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.91% | -11.40%-2.5pp | 27.45%-41.4pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,926 | $2,746+6.6% | $3,635-19.5% | $2,596+12.7% |
| Participant deferral / active EE | $7,804 | $3,565+118.9% | $4,728+65.1% | $4,027+93.8% |
| Admin fee / account holder | $6,309 | $5,232+20.6% | $6,410-1.6% | $5,403+16.8% |