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 | $227,709 | $95,862+137.5% | $79,550+186.2% | $134,475+69.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -9.59% | -2.69%-6.9pp | 0.16%-9.8pp | 417.96%-427.6pp |
| Employer contribution / active EE | $1,837 | $3,128-41.3% | $2,413-23.9% | $4,740-61.2% |
| Participant deferral / active EE | $6,436 | $4,693+37.1% | $3,985+61.5% | $6,400+0.6% |
| Admin fee / account holder | $1,793 | $9,126-80.4% | $6,832-73.8% | $11,426-84.3% |