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 | $165,277 | $72,388+128.3% | $111,392+48.4% | $64,186+157.5% |
| Participation rate | 92.9% | 70.5%+22.3pp | 78.9%+14.0pp | 69.6%+23.3pp |
| Annual return | -4.69% | -1.50%-3.2pp | -2.06%-2.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $9,353 | $3,000+211.8% | $4,328+116.1% | $2,381+292.9% |
| Participant deferral / active EE | $13,175 | $4,241+210.6% | $5,567+136.7% | $3,470+279.7% |
| Admin fee / account holder | $3,805 | $5,719-33.5% | $12,266-69.0% | $4,888-22.2% |