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 7-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 | $122,578 | $95,862+27.9% | $79,550+54.1% | $134,475-8.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.38% | -2.69%-10.7pp | 0.16%-13.5pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,507 | $3,128-51.8% | $2,413-37.6% | $4,740-68.2% |
| Participant deferral / active EE | $21,208 | $4,693+351.9% | $3,985+432.2% | $6,400+231.4% |
| Admin fee / account holder | $1,688 | $9,126-81.5% | $6,832-75.3% | $11,426-85.2% |