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 | $157,938 | $95,862+64.8% | $79,550+98.5% | $134,475+17.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -6.93% | -2.69%-4.2pp | 0.16%-7.1pp | 417.96%-424.9pp |
| Employer contribution / active EE | $3,294 | $3,128+5.3% | $2,413+36.5% | $4,740-30.5% |
| Participant deferral / active EE | $2,222 | $4,693-52.7% | $3,985-44.3% | $6,400-65.3% |
| Admin fee / account holder | $531 | $9,126-94.2% | $6,832-92.2% | $11,426-95.4% |