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 | $225,213 | $82,664+172.4% | $125,339+79.7% | $68,494+228.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -3.19% | -5.97%+2.8pp | 572.05%-575.2pp | -7.84%+4.6pp |
| Employer contribution / active EE | $2,332 | $3,381-31.0% | $4,814-51.5% | $2,596-10.2% |
| Participant deferral / active EE | $8,255 | $6,110+35.1% | $7,446+10.9% | $4,027+105.0% |
| Admin fee / account holder | $4,059 | $6,275-35.3% | $10,010-59.5% | $5,403-24.9% |