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 | $186,118 | $91,911+102.5% | $68,793+170.5% | $135,375+37.5% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -8.21% | -8.22%0pp | -4.63%-3.6pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,237 | $3,924-17.5% | $2,625+23.3% | $4,779-32.3% |
| Participant deferral / active EE | $6,474 | $4,315+50.0% | $3,311+95.5% | $5,609+15.4% |
| Admin fee / account holder | $1,147 | $9,240-87.6% | $5,131-77.7% | $10,827-89.4% |