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 | $136,004 | $59,805+127.4% | $79,550+71.0% | $68,494+98.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -7.00% | -12.30%+5.3pp | 0.16%-7.2pp | -7.84%+0.8pp |
| Employer contribution / active EE | $3,726 | $1,505+147.6% | $2,413+54.4% | $2,596+43.5% |
| Participant deferral / active EE | $5,465 | $3,024+80.7% | $3,985+37.1% | $4,027+35.7% |
| Admin fee / account holder | $2,535 | $4,835-47.6% | $6,832-62.9% | $5,403-53.1% |