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 | $245,536 | $81,900+199.8% | $119,609+105.3% | $68,494+258.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.72% | -23.82%+8.1pp | -14.97%-0.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $5,972 | $2,693+121.7% | $4,232+41.1% | $2,596+130.0% |
| Participant deferral / active EE | $12,081 | $4,148+191.3% | $5,602+115.7% | $4,027+200.0% |
| Admin fee / account holder | $1,099 | $6,582-83.3% | $10,323-89.4% | $5,403-79.7% |