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 | $153,073 | $82,664+85.2% | $125,339+22.1% | $68,494+123.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.66% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,912 | $3,381-13.9% | $4,814-39.5% | $2,596+12.2% |
| Participant deferral / active EE | $7,002 | $6,110+14.6% | $7,446-6.0% | $4,027+73.9% |
| Admin fee / account holder | $3,130 | $6,275-50.1% | $10,010-68.7% | $5,403-42.1% |