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 | $148,552 | $72,404+105.2% | $110,238+34.8% | $64,186+131.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.32% | -6.29%0pp | 314.74%-321.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,525 | $2,282+54.5% | $3,826-7.9% | $2,381+48.1% |
| Participant deferral / active EE | $5,222 | $3,469+50.5% | $4,672+11.8% | $3,470+50.5% |
| Admin fee / account holder | $3,552 | $5,664-37.3% | $8,547-58.4% | $4,888-27.3% |