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 | $214,219 | $142,344+50.5% | $119,609+79.1% | $134,475+59.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -2.73% | -12.44%+9.7pp | -14.97%+12.2pp | 417.96%-420.7pp |
| Employer contribution / active EE | $5,825 | $5,222+11.5% | $4,232+37.6% | $4,740+22.9% |
| Participant deferral / active EE | $9,500 | $6,469+46.8% | $5,602+69.6% | $6,400+48.4% |
| Admin fee / account holder | $1,784 | $13,584-86.9% | $10,323-82.7% | $11,426-84.4% |