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 | $195,443 | $82,286+137.5% | $68,791+184.1% | $134,475+45.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -17.25% | -2.19%-15.1pp | -6.38%-10.9pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,302 | $3,301+30.3% | $2,655+62.0% | $4,740-9.2% |
| Participant deferral / active EE | $5,076 | $4,739+7.1% | $3,941+28.8% | $6,400-20.7% |
| Admin fee / account holder | $30,578 | $6,481+371.8% | $4,932+520.0% | $11,426+167.6% |