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 5-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 | $169,900 | $91,911+84.9% | $68,793+147.0% | $135,375+25.5% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -0.13% | -8.22%+8.1pp | -4.63%+4.5pp | 519.73%-519.9pp |
| Employer contribution / active EE | $4,720 | $3,924+20.3% | $2,625+79.8% | $4,779-1.2% |
| Participant deferral / active EE | $8,113 | $4,315+88.0% | $3,311+145.0% | $5,609+44.6% |
| Admin fee / account holder | $3,213 | $9,240-65.2% | $5,131-37.4% | $10,827-70.3% |