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 | $205,615 | $73,867+178.4% | $143,757+43.0% | $68,494+200.2% |
| Participation rate | 85.2% | 66.7%+18.5pp | 80.3%+4.9pp | 67.9%+17.3pp |
| Annual return | -15.83% | 1.01%-16.8pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $11,417 | $3,184+258.5% | $4,951+130.6% | $2,596+339.7% |
| Participant deferral / active EE | $7,769 | $3,384+129.5% | $5,637+37.8% | $4,027+92.9% |
| Admin fee / account holder | $2,143 | $5,755-62.8% | $14,673-85.4% | $5,403-60.3% |