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 | $157,334 | $81,900+92.1% | $119,609+31.5% | $68,494+129.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -11.02% | -23.82%+12.8pp | -14.97%+3.9pp | -7.84%-3.2pp |
| Employer contribution / active EE | $9,942 | $2,693+269.1% | $4,232+134.9% | $2,596+282.9% |
| Participant deferral / active EE | $10,693 | $4,148+157.8% | $5,602+90.9% | $4,027+165.5% |
| Admin fee / account holder | $3,935 | $6,582-40.2% | $10,323-61.9% | $5,403-27.2% |