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 | $149,331 | $92,222+61.9% | $76,768+94.5% | $135,375+10.3% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -1.49% | 5.46%-6.9pp | 2.43%-3.9pp | 519.73%-521.2pp |
| Employer contribution / active EE | $3,394 | $3,216+5.5% | $2,485+36.6% | $4,779-29.0% |
| Participant deferral / active EE | $6,348 | $4,509+40.8% | $3,852+64.8% | $5,609+13.2% |
| Admin fee / account holder | $421 | $10,748-96.1% | $6,675-93.7% | $10,827-96.1% |