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 | $199,183 | $133,958+48.7% | $112,228+77.5% | $134,475+48.1% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -18.13% | 47.11%-65.2pp | 27.45%-45.6pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,112 | $4,038-47.7% | $3,635-41.9% | $4,740-55.4% |
| Participant deferral / active EE | $9,898 | $5,291+87.1% | $4,728+109.3% | $6,400+54.7% |
| Admin fee / account holder | $14,534 | $7,489+94.1% | $6,410+126.7% | $11,426+27.2% |