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 | $249,808 | $105,860+136.0% | $90,749+175.3% | $134,475+85.8% |
| Participation rate | 92.9% | 78.2%+14.6pp | 75.7%+17.2pp | 81.2%+11.6pp |
| Annual return | -4.31% | -11.01%+6.7pp | -12.16%+7.9pp | 417.96%-422.3pp |
| Employer contribution / active EE | $7,592 | $3,462+119.3% | $2,921+159.9% | $4,740+60.2% |
| Participant deferral / active EE | $4,388 | $5,216-15.9% | $4,564-3.9% | $6,400-31.4% |
| Admin fee / account holder | $39,452 | $13,938+183.1% | $8,445+367.2% | $11,426+245.3% |