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 | $232,661 | $82,286+182.7% | $68,791+238.2% | $134,475+73.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.23% | -2.19%-16.0pp | -6.38%-11.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $4,073 | $3,301+23.4% | $2,655+53.4% | $4,740-14.1% |
| Participant deferral / active EE | $12,785 | $4,739+169.8% | $3,941+224.4% | $6,400+99.8% |
| Admin fee / account holder | $1,742 | $6,481-73.1% | $4,932-64.7% | $11,426-84.8% |