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 | $183,435 | $95,862+91.4% | $79,550+130.6% | $134,475+36.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.68% | -2.69%-13.0pp | 0.16%-15.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,427 | $3,128-22.4% | $2,413+0.6% | $4,740-48.8% |
| Participant deferral / active EE | $16,436 | $4,693+250.2% | $3,985+312.4% | $6,400+156.8% |
| Admin fee / account holder | $1,232 | $9,126-86.5% | $6,832-82.0% | $11,426-89.2% |