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 | $244,962 | $142,344+72.1% | $119,609+104.8% | $134,475+82.2% |
| Participation rate | 84.2% | 82.8%+1.4pp | 79.3%+5.0pp | 81.2%+3.0pp |
| Annual return | -16.30% | -12.44%-3.9pp | -14.97%-1.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,785 | $5,222-46.7% | $4,232-34.2% | $4,740-41.2% |
| Participant deferral / active EE | $7,194 | $6,469+11.2% | $5,602+28.4% | $6,400+12.4% |
| Admin fee / account holder | $6,416 | $13,584-52.8% | $10,323-37.9% | $11,426-43.8% |