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 | $166,128 | $95,862+73.3% | $79,550+108.8% | $134,475+23.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -14.92% | -2.69%-12.2pp | 0.16%-15.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,638 | $3,128-47.6% | $2,413-32.1% | $4,740-65.4% |
| Participant deferral / active EE | $11,336 | $4,693+141.6% | $3,985+184.4% | $6,400+77.1% |
| Admin fee / account holder | $813 | $9,126-91.1% | $6,832-88.1% | $11,426-92.9% |