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 | $228,373 | $82,286+177.5% | $68,791+232.0% | $134,475+69.8% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.0%+21.9pp | 81.2%+9.7pp |
| Annual return | -16.50% | -2.19%-14.3pp | -6.38%-10.1pp | 417.96%-434.5pp |
| Employer contribution / active EE | $788 | $3,301-76.1% | $2,655-70.3% | $4,740-83.4% |
| Participant deferral / active EE | $4,178 | $4,739-11.8% | $3,941+6.0% | $6,400-34.7% |
| Admin fee / account holder | $20,866 | $6,481+222.0% | $4,932+323.1% | $11,426+82.6% |