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 | $239,553 | $64,707+270.2% | $112,228+113.5% | $68,494+249.7% |
| Participation rate | 98.6% | 67.2%+31.4pp | 75.1%+23.5pp | 67.9%+30.7pp |
| Annual return | -18.23% | -11.40%-6.8pp | 27.45%-45.7pp | -7.84%-10.4pp |
| Employer contribution / active EE | $5,001 | $2,746+82.1% | $3,635+37.6% | $2,596+92.6% |
| Participant deferral / active EE | $8,978 | $3,565+151.8% | $4,728+89.9% | $4,027+122.9% |
| Admin fee / account holder | $30,308 | $5,232+479.3% | $6,410+372.8% | $5,403+461.0% |