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 | $139,873 | $73,867+89.4% | $143,757-2.7% | $68,494+104.2% |
| Participation rate | 77.1% | 66.7%+10.5pp | 80.3%-3.2pp | 67.9%+9.3pp |
| Annual return | -12.63% | 1.01%-13.6pp | -0.04%-12.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,308 | $3,184-27.5% | $4,951-53.4% | $2,596-11.1% |
| Participant deferral / active EE | $9,191 | $3,384+171.6% | $5,637+63.0% | $4,027+128.2% |
| Admin fee / account holder | $2,016 | $5,755-65.0% | $14,673-86.3% | $5,403-62.7% |