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 | $207,681 | $92,222+125.2% | $76,768+170.5% | $135,375+53.4% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | -7.17% | 5.46%-12.6pp | 2.43%-9.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $4,072 | $3,216+26.6% | $2,485+63.8% | $4,779-14.8% |
| Participant deferral / active EE | $6,512 | $4,509+44.4% | $3,852+69.1% | $5,609+16.1% |
| Admin fee / account holder | $3,485 | $10,748-67.6% | $6,675-47.8% | $10,827-67.8% |