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 | $221,154 | $82,664+167.5% | $125,339+76.4% | $68,494+222.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.93% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $4,532 | $3,381+34.1% | $4,814-5.8% | $2,596+74.6% |
| Participant deferral / active EE | $5,614 | $6,110-8.1% | $7,446-24.6% | $4,027+39.4% |
| Admin fee / account holder | $4,694 | $6,275-25.2% | $10,010-53.1% | $5,403-13.1% |