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 | $209,196 | $142,344+47.0% | $119,609+74.9% | $134,475+55.6% |
| Participation rate | 73.7% | 82.8%-9.1pp | 79.3%-5.6pp | 81.2%-7.5pp |
| Annual return | -16.26% | -12.44%-3.8pp | -14.97%-1.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,371 | $5,222-73.8% | $4,232-67.6% | $4,740-71.1% |
| Participant deferral / active EE | $5,352 | $6,469-17.3% | $5,602-4.5% | $6,400-16.4% |
| Admin fee / account holder | $4,250 | $13,584-68.7% | $10,323-58.8% | $11,426-62.8% |