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 | $245,032 | $142,344+72.1% | $119,609+104.9% | $134,475+82.2% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -5.82% | -12.44%+6.6pp | -14.97%+9.1pp | 417.96%-423.8pp |
| Employer contribution / active EE | $2,415 | $5,222-53.8% | $4,232-42.9% | $4,740-49.0% |
| Participant deferral / active EE | $5,149 | $6,469-20.4% | $5,602-8.1% | $6,400-19.6% |
| Admin fee / account holder | $23,615 | $13,584+73.8% | $10,323+128.8% | $11,426+106.7% |