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 | $234,907 | $92,222+154.7% | $76,768+206.0% | $135,375+73.5% |
| Participation rate | 70.0% | 79.8%-9.8pp | 77.0%-7.0pp | 82.6%-12.6pp |
| Annual return | -4.62% | 5.46%-10.1pp | 2.43%-7.0pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,304 | $3,216-28.3% | $2,485-7.3% | $4,779-51.8% |
| Participant deferral / active EE | $3,916 | $4,509-13.1% | $3,852+1.7% | $5,609-30.2% |
| Admin fee / account holder | $1,237 | $10,748-88.5% | $6,675-81.5% | $10,827-88.6% |