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 | $158,425 | $73,004+117.0% | $90,749+74.6% | $68,494+131.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -11.22% | -13.81%+2.6pp | -12.16%+0.9pp | -7.84%-3.4pp |
| Employer contribution / active EE | $1,602 | $2,193-26.9% | $2,921-45.1% | $2,596-38.3% |
| Participant deferral / active EE | $4,283 | $3,627+18.1% | $4,564-6.2% | $4,027+6.4% |
| Admin fee / account holder | $1,832 | $5,896-68.9% | $8,445-78.3% | $5,403-66.1% |