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 | $135,986 | $77,813+74.8% | $123,544+10.1% | $64,186+111.9% |
| Participation rate | 70.0% | 74.7%-4.7pp | 82.3%-12.3pp | 69.6%+0.4pp |
| Annual return | -6.43% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,816 | $3,014-39.7% | $4,628-60.8% | $2,381-23.7% |
| Participant deferral / active EE | $5,402 | $5,240+3.1% | $6,426-15.9% | $3,470+55.7% |
| Admin fee / account holder | $924 | $5,519-83.3% | $9,284-90.0% | $4,888-81.1% |