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 | $185,456 | $167,307+10.8% | $143,757+29.0% | $134,475+37.9% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -18.19% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $13,329 | $5,619+137.2% | $4,951+169.2% | $4,740+181.2% |
| Participant deferral / active EE | $7,503 | $6,446+16.4% | $5,637+33.1% | $6,400+17.2% |
| Admin fee / account holder | $3,702 | $18,088-79.5% | $14,673-74.8% | $11,426-67.6% |