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 | $166,998 | $129,942+28.5% | $104,294+60.1% | $134,475+24.2% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.5pp | 81.2%+4.5pp |
| Annual return | -14.36% | 42.03%-56.4pp | 24.61%-39.0pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,938 | $4,184-53.7% | $3,372-42.5% | $4,740-59.1% |
| Participant deferral / active EE | $7,597 | $5,588+36.0% | $4,625+64.3% | $6,400+18.7% |
| Admin fee / account holder | $1,243 | $9,323-86.7% | $7,339-83.1% | $11,426-89.1% |