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 | $141,331 | $72,404+95.2% | $110,238+28.2% | $64,186+120.2% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.3pp |
| Annual return | -5.82% | -6.29%+0.5pp | 314.74%-320.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,994 | $2,282+75.1% | $3,826+4.4% | $2,381+67.8% |
| Participant deferral / active EE | $4,669 | $3,469+34.6% | $4,672-0.1% | $3,470+34.6% |
| Admin fee / account holder | $11,747 | $5,664+107.4% | $8,547+37.4% | $4,888+140.3% |