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 | $235,538 | $105,860+122.5% | $90,749+159.5% | $134,475+75.2% |
| Participation rate | 73.3% | 78.2%-4.9pp | 75.7%-2.4pp | 81.2%-7.9pp |
| Annual return | -15.76% | -11.01%-4.7pp | -12.16%-3.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,685 | $3,462-51.3% | $2,921-42.3% | $4,740-64.4% |
| Participant deferral / active EE | $3,230 | $5,216-38.1% | $4,564-29.2% | $6,400-49.5% |
| Admin fee / account holder | $1,600 | $13,938-88.5% | $8,445-81.1% | $11,426-86.0% |