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 | $125,562 | $54,229+131.5% | $70,092+79.1% | $68,494+83.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -16.19% | -13.87%-2.3pp | 190.73%-206.9pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,594 | $2,018+78.1% | $2,559+40.5% | $2,596+38.4% |
| Participant deferral / active EE | $5,568 | $2,956+88.4% | $3,849+44.7% | $4,027+38.3% |
| Admin fee / account holder | $2,402 | $4,694-48.8% | $6,267-61.7% | $5,403-55.5% |