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 | $104,269 | $59,805+74.3% | $79,550+31.1% | $68,494+52.2% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.5%+10.5pp | 67.9%+12.1pp |
| Annual return | -12.87% | -12.30%-0.6pp | 0.16%-13.0pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,250 | $1,505+49.5% | $2,413-6.8% | $2,596-13.4% |
| Participant deferral / active EE | $6,276 | $3,024+107.5% | $3,985+57.5% | $4,027+55.8% |
| Admin fee / account holder | $20,812 | $4,835+330.5% | $6,832+204.6% | $5,403+285.2% |