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 | $201,076 | $91,911+118.8% | $68,793+192.3% | $135,375+48.5% |
| Participation rate | 92.3% | 76.7%+15.6pp | 72.2%+20.1pp | 82.6%+9.7pp |
| Annual return | -6.53% | -8.22%+1.7pp | -4.63%-1.9pp | 519.73%-526.3pp |
| Employer contribution / active EE | $14,351 | $3,924+265.8% | $2,625+446.7% | $4,779+200.3% |
| Participant deferral / active EE | $5,183 | $4,315+20.1% | $3,311+56.5% | $5,609-7.6% |
| Admin fee / account holder | $2,316 | $9,240-74.9% | $5,131-54.9% | $10,827-78.6% |