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 | $174,401 | $53,162+228.1% | $91,220+91.2% | $68,494+154.6% |
| Participation rate | 97.0% | 63.2%+33.8pp | 73.2%+23.8pp | 67.9%+29.1pp |
| Annual return | -12.50% | -3.14%-9.4pp | 114.01%-126.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $3,582 | $1,709+109.5% | $2,850+25.7% | $2,596+38.0% |
| Participant deferral / active EE | $9,457 | $2,974+218.0% | $4,234+123.4% | $4,027+134.8% |
| Admin fee / account holder | $1,570 | $4,493-65.1% | $5,420-71.0% | $5,403-70.9% |