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 | $246,790 | $91,911+168.5% | $68,793+258.7% | $135,375+82.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -6.20% | -8.22%+2.0pp | -4.63%-1.6pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,925 | $3,924-25.5% | $2,625+11.4% | $4,779-38.8% |
| Participant deferral / active EE | $7,388 | $4,315+71.2% | $3,311+123.1% | $5,609+31.7% |
| Admin fee / account holder | $1,718 | $9,240-81.4% | $5,131-66.5% | $10,827-84.1% |