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 | $162,337 | $73,867+119.8% | $143,757+12.9% | $68,494+137.0% |
| Participation rate | 86.5% | 66.7%+19.9pp | 80.3%+6.2pp | 67.9%+18.7pp |
| Annual return | -14.77% | 1.01%-15.8pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $9,209 | $3,184+189.2% | $4,951+86.0% | $2,596+254.7% |
| Participant deferral / active EE | $6,309 | $3,384+86.4% | $5,637+11.9% | $4,027+56.7% |
| Admin fee / account holder | $10,046 | $5,755+74.6% | $14,673-31.5% | $5,403+85.9% |