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 | $225,311 | $105,860+112.8% | $90,749+148.3% | $134,475+67.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -2.19% | -11.01%+8.8pp | -12.16%+10.0pp | 417.96%-420.2pp |
| Employer contribution / active EE | $1,793 | $3,462-48.2% | $2,921-38.6% | $4,740-62.2% |
| Participant deferral / active EE | $5,836 | $5,216+11.9% | $4,564+27.9% | $6,400-8.8% |
| Admin fee / account holder | $23,741 | $13,938+70.3% | $8,445+181.1% | $11,426+107.8% |